Linde, Hansen & Co., LLC (Florham Park)

Name: Linde, Hansen & Co., LLC
Address: 25 B Vreeland Road, Florham Park, NJ, 07932
Telephone: 973-593-8300

Linde, Hansen & Co., LLC is an investment adviser to an investment company based in Florham Park. It manages $65.45 million of regulatory assets for 45 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of New Jersey.

Linde, Hansen & Co. provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Linde, Hansen & Co.: assets under management

The assets under management (AUM) of Linde, Hansen & Co., LLC is $65.45 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 633% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $65.45 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.45 million each.

Investments

The firm invests in exchange traded securities the most. They account for 68% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 28% of the firm’s portfolio. Investments in investment and business development companies form 4% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Linde, Hansen & Co., LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Linde, Hansen & Co. serves?

The firm provides services to individuals, investment companies, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Linde, Hansen & Co. is investment companies with 1 clients and $37.02 million of assets under management. Among the 5 most similar advisory firms, Linde, Hansen & Co. has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $65.45 million for 23 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Linde, Hansen & Co. doesn't advise any private funds.

Careers at Linde, Hansen & Co., LLC

The company employs 3 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Edward Kent Vonderlinde	Managing member	1 Jul 2009	50% - 75%	3014274
Howard Emil Hansen	Managing member	1 Jul 2009	50% - 75%	2115534
Jeffrey Steven Cresci	Chief compliance officer	1 Mar 2011	Other	4277216
Edward Kent Vonderlinde	Chief compliance officer	1 Oct 2013	50% - 75%	3014274

Based in Florham Park

The principal office where Linde, Hansen & Co., LLC performs its advisory services is located at 25 B Vreeland Road, Florham Park, NJ 07932, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 973-593-8300 or by fax 973-593-8330. The normal business hours are by appointment only on Other. You can find more information about the New York firm at lindehansen.com.