Investment adviser · CRD 153546
LINDE EQUITY
Investment adviser filing (IA)
LINDE EQUITY INC.
VANCOUVER, Canada · Form ADV filed Dec 23, 2017
- Regulatory AUM
- $148M Form ADV · Item 5.F
- Client accounts
- 137 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 133 | $130,986,917 | 88.2% |
| High-net-worth individuals | Fewer than 5 | $17,483,874 | 11.8% |
Filing source
Form ADV 1155895 · Dec 23, 2017 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Dec 23, 2017. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Publication of newsletters
Compensation
Percentage of assets · Subscription
Principal office
330-1385 WEST 8TH AVE.VANCOUVER, V6H 3V9, Canada
CRD 153546
Filing source
Form ADV 1155895 · Dec 23, 2017 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.