Linx Partners, LLC is a large advisory firm based in Atlanta. It manages $172.57 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Delaware, Georgia, and New York.
Linx Partners provides portfolio management for pooled investment vehicles. 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 Linx Partners, LLC is $172.57 million. The firm's AUM has gone down by -1% since the beginning of its operation, and $172.57 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Linx Partners, LLC for their services and products based on a percentage of assets under management and performance-based 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 Linx Partners is pooled investment vehicles with 12 clients and $172.57 million of assets under management. Among the 7 most similar advisory firms, Linx Partners has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $172.57 million for 12 clients. None of the firm’s clients are foreign persons or businesses.
Linx Partners also advises several private funds. Namely, twelve private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $5,000,000.
The company employs 9 people that are either part- or full-time employees. 67 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 Linx Partners, LLC performs its advisory services is located at 100 Galleria Parkway, Atlanta, GA 30339, which is also the mailing address of the firm. An additional office of the firm is in Scarsdale, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 770-818-0335 or by fax 770-818-9537. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at linxpartners.com/.