RIA Intel›Advisers›Texas›LINDEN ROSE INVESTMENT LLC

LINDEN ROSE INVESTMENT LLC

Advisory

TX

Data as of Jan 22, 2026 · Source: SEC Form ADV

Rank in TX

#1,450

of 2,813 advisers by AUM

Average account

$1M

across 96 accounts

AUM per adviser

$48M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 22, 2026.

Total AUM

$96M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$96M

Discretionary AUM$96M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients96

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, NJ, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

96 clients

31 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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