SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Linden Global Strategies LLC
New York, NY
CRD 159667
Firm filing updated March 6, 2026 ·
- $1.6BAssets
- 5Advisory staff
- 288Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals172
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 172 | $1.5 billion |
| Charitable organizations | Fewer than 5 clients | $54.5 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$1.6 billion
- Accounts288
- Discretionary$855.3 million · 198 accounts
- Non-discretionary$747.6 million · 90 accounts
People
- Employees8
- Advisory staff5
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients0
Registration details
- SEC-registered investment advisor. CRD 159667, SEC file 801-72979.
- Registered with the SEC as an investment advisor (status date on record: January 5, 2012).
Is Linden Global Strategies LLC a fiduciary?
Short answer: Linden Global Strategies LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.