| Name | Title | Ownership | Since |
|---|---|---|---|
| Linden Thomas Financial Group, LLC Control | Member | Over 75% | 2018 |
| Patti Sue Almanza Control | Chief Compliance Officer | Under 5% | 2024 |
| Stephen Linden Thomas Control | Manager | Under 5% | 2017 |
Linden Thomas Advisory Services, LLC reports $1.6 billion in regulatory assets under management on its Form ADV.
Linden Thomas Advisory Services, LLC reports 11 employees.
Linden Thomas Advisory Services, LLC is based in Charlotte, NC and has been SEC-registered since 2017.
Linden Thomas Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 516 North Tryon Street, Suite 200, Charlotte, NC 28202 |
| Phone | (704) 554-8150 |
| Fax | 704-554-8350 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | Yes |
| Discretionary | $885.9M |
| Non-discretionary | $747.9M |
| Total (RAUM) | $1.63B |