| Name | Title | Ownership | Since |
|---|---|---|---|
| Lee Charles Samson | Partner | 25-50% | 2021 |
| Luke William Crofts Control | Partner | Under 5% | 2022 |
| Marielle Kristine Schurig Control | Partner | 5-10% | 2022 |
Lindbrook Capital, LLC reports $3.5 billion in regulatory assets under management on its Form ADV.
Lindbrook Capital, LLC reports 10 employees.
Lindbrook Capital, LLC is based in Calabasas, CA.
Lindbrook Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 23975 Park Sorrento, Suite 230, Calabasas, CA 91302 |
| Office hours | 7:00 a.m. To 4:00 p.m. |
| Discloses disciplinary history | No |
| Discretionary | $3.14B |
| Non-discretionary | $363.7M |
| Total (RAUM) | $3.5B |