Feng Peng
Advisor at Linden Rose Investment LLC — Warren, NJ
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
9 years
Location
Warren, NJ
Linden Rose Investment LLC
Supported
Feng Peng is a financial advisor at Linden Rose Investment LLC with nine years of industry experience. He holds a Series 65 designation and has been with Linden Rose Investment since 2017. Prior to this, he worked at Ossen Innovation Co. Ltd. from 2013 to 2016. Linden Rose Investment LLC provides discretionary investment management services to individuals, qualified retirement plans, trusts, and small businesses, as well as acting as investment adviser to a pooled private investment vehicle. The firm employs a value-oriented, concentrated equity approach focused on long-term capital preservation and manages approximately $96.4 million in discretionary assets.
$0+: 1.75% annually (Management Fee for separately managed accounts) $1,100,000 under management+: 18.0% Performance Fee for qualified clients (new clients only, no management fee) $0+: 20.0% Performance Fee on returns exceeding 4% hurdle rate for existing qualified clients as of December 31, 2024
Performance allocation of 20% on Fund net capital appreciation exceeding 4% hurdle; 18% performance fee for qualified clients on separately managed accounts (new clients); 20% performance fee for existing qualified clients subject to 4% hurdle
Account minimum: $250,000 Fee-only: Fee-only investment advisor; no commissions or other compensation
Warren, NJ
Warren NJ
Advisors at this office
1
California · New Jersey · Texas
9 years of industry experience
Linden Rose Investment LLC
2017 - Present • 9 years
Sugar Land, TX
Ossen Innovation Co. Ltd.
2013 - 2016 • 3 years
Shanghai
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