Lindisfarne Investments, LLC

Overview

Lindisfarne Investments, LLC is a small, privately owned investment adviser organized as an LLC that serves individual and family clients. The firm provides discretionary portfolio management for individuals and small businesses and also produces periodicals or newsletters for its audience. Its compensation is structured as a percentage of assets under management with the possibility of performance-based fees, reflecting cases where returns-linked arrangements are used alongside asset-based billing. The firm does not identify as an ESG-focused manager, is not multi‑state registered in the data provided, and is not listed as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices