Linde Equity Inc. is an adviser based in Vancouver. It manages $148.47 million of regulatory assets for 137 client accounts. It has been registered with the SEC as an adviser since 2010.
Linde Equity provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Linde Equity Inc. is $148.47 million. The firm's AUM has grown by 347% since the beginning of its operation, and $141.27 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Linde Equity Inc. for their services and products based on a percentage of assets under management and subscription fees. 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.
The only and largest group of clients of Linde Equity is individuals with 133 clients and $130.99 million of assets under management. Among the 11 most similar advisory firms, Linde Equity has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $130.99 million for 133 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 98% of the firm’s clients are foreign persons or businesses.
Linde Equity doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. No 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.
The principal office where Linde Equity Inc. performs its advisory services is located at 330 1385 West 8 Th Ave., Vancouver, V6 H 3 V9, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 604-738-5600 or by fax 604-648-8260. The normal business hours are 7am-6pm pst on Monday - Friday. You can find more information about the New York firm at lindeequity.com/.