A complete list of active advisors currently associated with Linden Rose Investment LLC

Warmer can help you find a great advisor at Linden Rose Investment LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Linden Rose Investment LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.