Linden Global Strategies Llc
- Regulatory AUM
- $1.6B
- Discretionary
- $855M
- Clients
- 175
- Avg AUM / client
- $9.2M
- Accounts
- 288
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Mar 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 172 | $1.5B | 96.6% |
| Charitable organizations | 3 | $54.5M | 3.4% |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Linden, Josephine | Managing Member/ Chief Compliance Officer | Feb 2011 (16y) | 75% or more | |
| Kanter, Michael, I | Chief Financial Officer | Sep 2012 (14y) | Less than 5% | |
| Novak, Peter | Chief Investment Officer | Jan 2018 (9y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/06/2026 | 957 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- BNY Mellon $665M (41% of AUM) Mar 2026
- J.P. Morgan $204M (13% of AUM) Mar 2026
- Goldman Sachs $193M (12% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 06, 2026.
View current Form ADV (SEC/IAPD) ↗