Lnk Partners, LLC (White Plains)

Name: Lnk Partners, LLC
Address: 81 Main Street, White Plains, NY, 10601
Telephone: 914-824-5900

Lnk Partners, LLC is a large advisory firm based in White Plains. It manages $1.15 billion of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2013.

Lnk 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.

Lnk Partners: assets under management

The assets under management (AUM) of Lnk Partners, LLC is $1.15 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 54% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.15 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $144.14 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lnk 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.

What kind of clients Lnk Partners serves?

The only and largest group of clients of Lnk Partners is pooled investment vehicles with 8 clients and $1.15 billion of assets under management. Among the 8 most similar advisory firms, Lnk Partners has the 4th highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.15 billion for 8 clients. None of the firm’s clients are foreign persons or businesses.

Lnk Partners also advises several private funds. Namely, eight private equity funds. The minimum investment commitment required of non-related persons ranges from $37,403 to $50,000,000.

Careers at Lnk Partners, LLC

The company employs 10 people that are either part- or full-time employees. 60 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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Alan Landau	Partner	1 Dec 2005	Other	5917003
Henry Joseph Nasella	Partner	1 Dec 2005	Other	5917004
Llc Lnk Management	Member	1 Dec 2005	75% - 100%	12-3456789
Lp Lnk Management	Member	1 Dec 2005	75% - 100%	12-3456789
Bethany E Chadwick	Chief operating officer/chief compliance officer	1 Nov 2010	Other	4354532
Bethany E Foullois	Chief operating officer/chief compliance officer	1 Nov 2010	Other	4354532
Nicole Chau Ping Chan	Chief financial officer	1 Jun 2013	Other	6303802
Fahad Sultan	Chief financial officer	1 Aug 2015	Other	4976532
Llc Lnk Management Genpar	General partner	1 Dec 2016	Other	815193458

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
David Alan Landau	Member	1 Dec 2016	75% - 100%	5917003

Based in White Plains

The principal office where Lnk Partners, LLC performs its advisory services is located at 81 Main Street, White Plains, NY 10601, 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 914-824-5900. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at lnkpartners.com.