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Linden Global Strategies LLC

New York, NYSEC-registered investment adviserCRD 159667

Filed as LINDEN GLOBAL STRATEGIES LLC

Linden Global Strategies LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 6, 2026.

14 years
registered since 2012
$1,602,921,356
assets under management
2 arrangements
Percentage of assets, Fixed fees
None
disclosure items (Item 11)

Quick answers

From the filing

How is Linden Global Strategies LLC compensated?

On its Form ADV (Item 5.E, October 2026), Linden Global Strategies LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

Where is Linden Global Strategies LLC located?

Linden Global Strategies LLC's principal office is in New York, NY, according to its Form ADV.

Is Linden Global Strategies LLC registered with the SEC or a state?

Linden Global Strategies LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 159667.

How much does Linden Global Strategies LLC manage?

Linden Global Strategies LLC reports $1,602,921,356 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (53% discretionary).

How have Linden Global Strategies LLC's assets and staff changed since 2021?

In the Form ADV data for Linden Global Strategies LLC: Regulatory assets under management: $741,987,244 in the October 2021 data and $1,602,921,356 in the October 2026 data, up 116%. Total employees: 7 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Linden Global Strategies LLC serve?

By number of clients on Form ADV Item 5.D: high net worth individuals (172); charitable organizations (3).

Which custodians does Linden Global Strategies LLC use?

Linden Global Strategies LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon Wealth Management, Goldman Sachs & Co. LLC and J.P. Morgan Securities LLC as custodians holding 10% or more of its separately managed account assets.

Does Linden Global Strategies LLC report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/159667

Does Linden Global Strategies LLC state an account minimum?

Its Form ADV Part 2A brochure dated March 6, 2026 says: "A minimum of $25 Million of assets under management is sought for our management services. This account size may be negotiable under certain circumstances."

What changed in Linden Global Strategies LLC's recent Form ADV filings?

In the April 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $1,311,001,933 to $1,602,921,356 (+22%).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

Account minimum: $25,000,000 (the brochure says it may be waived or negotiated)

The brochure's wording
A minimum of $25 Million of assets under management is sought for our management services. This account size may be negotiable under certain circumstances.

As stated in the firm's Form ADV Part 2A brochure dated March 6, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$1,602,921,356

$1,602,921,356 as of October 2026, filing dated March 6, 2026.

Discretionary: $855,294,850.Non-discretionary: $747,626,506.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 0 Assets $0 (0%)
High net worth individuals
Clients 172 Assets $1,548,377,863 (97%)
Banking or thrift institutions
Clients 0 Assets $0 (0%)
Investment companies
Clients 0 Assets $0 (0%)
Business development companies
Clients 0 Assets $0 (0%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 0 Assets $0 (0%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients Not reported Assets $0 (0%)
Charitable organizations
Clients 3 Assets $54,543,493 (3%)
State or municipal government entities (including government pension plans)
Clients 0 Assets $0 (0%)
Other investment advisers
Clients 0 Assets $0 (0%)
Insurance companies
Clients 0 Assets $0 (0%)
Sovereign wealth funds and foreign official institutions
Clients 0 Assets $0 (0%)
Corporations or other businesses not listed above
Clients 0 Assets $0 (0%)
Other
Clients 0 Assets $0 (0%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2012 (14 years)
Employees
Total: 8. Performing investment advisory functions: 5.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

States registered or notice-filed
9 states or jurisdictions
CACODCFLMAMDNYPATX

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$742M 2021 $812M 2022 $687M 2023 $747M 2024 $1.31B 2025 $1.6B 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$1,602,921,3568March 6, 2026
October 2025$1,311,001,9337February 28, 2025
October 2024$746,749,6627February 29, 2024
October 2023$686,774,0607March 13, 2023
October 2022$811,686,2627May 3, 2022
October 2021$741,987,2447March 23, 2021

Regulatory assets under management: $741,987,244 in the October 2021 data and $1,602,921,356 in the October 2026 data, up 116%.

Total employees: 7 in October 2021 and 8 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Employees performing advisory functions went from 4 to 5.
    • Regulatory assets under management went from $1,311,001,933 to $1,602,921,356 (+22%).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
lgsllc.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Linden Global Strategies LLC (CRD 159667): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/linden-global-strategies-llc-new-york-ny-159667