This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-21-2016
- Office Locations
- 2
Office Locations
About Linden Rose Investment LLC
Linden Rose Investment LLC is an RIA providing investment advisory services rooted in long-term value investing—making meaningful investments in high-quality, predictable businesses with strong management when priced reasonably. Led by Binglin Li and Feng Peng, the team blends software/engineering and U.S. capital-markets experience, including research in U.S.-listed Chinese companies. Public filings show ETF-heavy SMAs and Interactive Brokers as a reported custodian.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 96 clients, or 48 clients per representative. That equates to $1.0M in reported AUM per client.
The profile lists 2 reported office locations and 10 years in operation. The source data was last updated on January 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Linden Rose Investment LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Services
- Technology
Unlock the underlying categories and values
The full Linden Rose Investment LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Binglin Li
Chief Compliance Officer, Investment Advisor
- CRD
- #6611796
- Ownership
- 50% but less than 75%
FENG PENG
Managing Partner
- CRD
- #6715892
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $96,400,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $96,400,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Linden Rose Investment LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Linden Rose Investment LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.