LINDERO PARTNERS, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WESTLAKE VILLAGE, California
CRD number
288968

Firm profile

FINTRX

Overview

Lindero Partners, LLC operates as a small, privately held limited liability company that appears to focus its advisory activity on a single pooled vehicle rather than retail advisory relationships. The firm is listed as an individual-owner LLC and is classified as unclassified for its regulatory filing status. It is not identified as an active ESG investor, does not report multi-state advisory registration, and is not positioned as a pension consultant or related adviser. The available profile points to a boutique manager model: concentrated ownership and a narrow product set centered on alternatives rather than broad-based wrap or model-portfolio offerings. The firm’s investment activity centers on a hedge fund vehicle. That suggests the firm allocates manager effort to alternative strategies and pooled private capital management instead of traditional separately managed accounts or broad financial planning client rosters. With no reported retail advisory clients, Lindero’s operational focus is likely on servicing the fund’s investors and running the fund’s strategy, governance and compliance.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • KENNETH TANG

    Institutional Equity SalesCRD 2287806

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

WESTLAKE VILLAGE, CA

VENTURA

Location

WESTLAKE VILLAGE, CA

Headquartered in WESTLAKE VILLAGE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
VENTURA
Address
2625 Townsgate Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth