# 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.

- CRD: 159667
- Filed as: LINDEN GLOBAL STRATEGIES LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/159667
- AdvisorCensus page: https://advisorcensus.com/firm/linden-global-strategies-llc-new-york-ny-159667

## Quick answers

**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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 6, 2026)

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

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- BNY Mellon Wealth Management
- Goldman Sachs & Co. LLC
- J.P. Morgan Securities LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,602,921,356
- Discretionary: $855,294,850
- Non-discretionary: $747,626,506

### Clients (Item 5.D)

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

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 8 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, DC, FL, MA, MD, NY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lgsllc.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $741,987,244 | 7 | March 23, 2021 |
| October 2022 | $811,686,262 | 7 | May 3, 2022 |
| October 2023 | $686,774,060 | 7 | March 13, 2023 |
| October 2024 | $746,749,662 | 7 | February 29, 2024 |
| October 2025 | $1,311,001,933 | 7 | February 28, 2025 |
| October 2026 | $1,602,921,356 | 8 | March 6, 2026 |

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.

## Changes in the filing (last 12 months)

### 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Linden Global Strategies LLC (CRD 159667): Form ADV filing data as of October 2026.