LINK ASSET MANAGEMENT LLC

Overview

Link Asset Management LLC is an independent, individually owned Registered Investment Adviser focused on serving individuals, families and small businesses. The firm’s advisory work centers on financial planning and portfolio management, delivered through a mix of percentage-of-AUM, hourly and fixed-fee arrangements. Investment activity shows a clear preference for liquid, exchange-traded equity exposures as the core allocation, while the firm supplements equity exposure with third‑party alternative managers and pooled products. Link Asset Management is not an active ESG investor, is not set up as a capital allocator, and operates at a single‑state registration profile rather than as a multi‑state adviser. Investment approach appears to favor straightforward implementation: most assets are held in exchange‑traded equities, while mutual funds and selected external hedge funds are used to add diversification or access strategies that are harder to implement in-house. Given the firm’s client base and size, the emphasis is on accessible, custodied solutions that can be managed efficiently for small family and individual portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices