{
  "crd_number": 282886,
  "slug": "linden-rose-investment-llc-282886",
  "primary_business_name": "LINDEN ROSE INVESTMENT LLC",
  "legal_name": "LINDEN ROSE INVESTMENT LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2016-03-21",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-01-22",
  "carried_forward": false,
  "raum_total": 96400000.0,
  "raum_discretionary": 96400000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 29200000.0,
      "count": 64
    },
    "high_net_worth_individuals": {
      "raum": 32400000.0,
      "count": 31
    },
    "pooled_investment_vehicles": {
      "raum": 34800000.0,
      "count": 1
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "NJ",
    "TX"
  ],
  "websites": [
    "https://lindenroseinvestment.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282886",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/linden-rose-investment-llc-282886",
  "display_name": "Linden Rose Investment LLC",
  "summary": "Linden Rose Investment LLC is a state-registered investment advisory firm, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 22, 2026.",
  "citation": "AdvisorCensus. Linden Rose Investment LLC (CRD 282886): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Linden Rose Investment LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Linden Rose Investment LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is Linden Rose Investment LLC registered with the SEC or a state?",
      "a": "Linden Rose Investment LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 282886."
    },
    {
      "q": "How much does Linden Rose Investment LLC manage?",
      "a": "Linden Rose Investment LLC reports $96,400,000 in regulatory assets under management in its Form ADV filing dated January 22, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Linden Rose Investment LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (64); high net worth individuals (31); pooled investment vehicles (other than investment companies and business development companies) (1)."
    },
    {
      "q": "Does Linden Rose Investment LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/282886"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/linden-rose-investment-llc-282886.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 64,
      "fewer_than_5": false,
      "raum": 29200000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 31,
      "fewer_than_5": false,
      "raum": 32400000.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 34800000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282886",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}