LINEAR B PARTNERS LP

RIASEC RegisteredEst. 2021
Total AUM
$1.5B
Discretionary
$1.5B
100% of AUM
Avg account
$747M
Accounts
2
Employees
9
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
315185
Registered since
August 13, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Linear B Partners LP is a limited partnership organized as a hedge fund and registered with the SEC in 2021. The firm focuses on managing pooled investment vehicles for institutional clients and charges a mix of asset-based fees and performance fees. It is not positioned as a capital allocator and does not report active ESG integration. Regulatory and industry filings show an affiliation with CPO/CTA activity, which implies the firm may run or advise commodity pooled structures or use managed futures/derivatives as part of its program. Owner structure is listed as a combination of a domestic entity and an individual. The adviser is not designated as a multi-state or newly formed adviser and does not act as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • DAVID ANZALONE

    Chief Compliance OfficerCRD 4576834

  • MICHIO BRUNNER

    Chief Investment OfficerCRD 4602154

Contacts

1 of 1
  • PATRICK GRESENS

    TrusteeCRD 5020715

Wealth teams

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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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
437 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth