Linden Rose Investment LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$61,600,000
Clients
95
Advisors
2
across 2 offices
About
Linden Rose Investment LLC provides discretionary investment management to individuals (including high-net-worth clients), qualified retirement plans, trusts, and small businesses, and also acts as investment adviser to a pooled private investment vehicle (the Fund). The firm manages separately managed accounts and the Fund and reports approximately $96.4 million in discretionary assets under management.
The firm follows a value-oriented, concentrated equity approach that treats each holding as an ownership stake in a business and emphasizes long-term preservation of capital and a margin of safety. The firm generally implements a single common investment strategy across client accounts, maintains concentrated positions in high-conviction ideas, and typically exercises discretion in portfolio management.
Distinctive features include acting as sponsor and adviser to a Delaware limited partnership Fund and providing portfolio management to pooled vehicles, arrangements that involve performance-based compensation for qualified investors and the authority to deduct advisory fees from the Fund’s custody account. To address conflicts that may arise from performance-based arrangements and proprietary trading, the firm discloses material conflicts, maintains a Code of Ethics, and conducts regular monitoring and account reviews.
Client services
Expertise
Fee options
$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
Main office
See officeSugar Land TX
Advisors at this office
1
Most active in
California · New Jersey · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Binglin L
Series 65
Sugar Land, TX
Linden Rose Investment LLC
Binglin Li is a Series 65-licensed financial advisor at Linden Rose Investment LLC with 10 years of industry experience. He has been with Linden Rose Investment since 2016. Linden Rose Investment LLC provides discretionary investment management to individuals, qualified retirement plans, trusts, small businesses, and serves as investment adviser to a pooled private investment vehicle. The firm follows a value-oriented, concentrated equity strategy focused on long-term capital preservation and typically manages high-conviction portfolios with performance-based arrangements for qualified investors.
Feng P
Series 65
Warren, NJ
Linden Rose Investment LLC
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.
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