# Lindisfarne Investments, LLC

> Lindisfarne Investments, LLC is a state-registered investment advisory firm, registered since 2009, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 14, 2026.

- CRD: 149919
- Filed as: LINDISFARNE INVESTMENTS, LLC
- Legal name: Lindisfarne, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: April 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/149919
- AdvisorCensus page: https://advisorcensus.com/firm/lindisfarne-investments-llc-149919

## Quick answers

**How is Lindisfarne Investments, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Lindisfarne Investments, 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.

**Is Lindisfarne Investments, LLC registered with the SEC or a state?**
Lindisfarne Investments, LLC is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 149919.

**How much does Lindisfarne Investments, LLC manage?**
Lindisfarne Investments, LLC reports $1,604,783 in regulatory assets under management in its Form ADV filing dated April 14, 2026 (100% discretionary).

**What types of clients does Lindisfarne Investments, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (21).

**Does Lindisfarne Investments, LLC report any disciplinary disclosures?**
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/149919

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $1,604,783
- Discretionary: $1,604,783
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21 | $1,604,783 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2009 (17 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [lindisfarneinvestments.com](https://lindisfarneinvestments.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lindisfarne Investments, LLC (CRD 149919): Form ADV filing data as of October 2026.