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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Alpha fusionEmber foundation
- 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.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Services
Technology
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%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $96,400,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $96,400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $61,600,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $5,296,438,329 | 77.4% |
| Cash | $1,546,505,249 | 22.6% |
| Total | $6,842,943,578 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VALUE SIGNAL | OPTIMA EAGLE | 27KE6I161 | WDKEL | 2.78% | $62,275,823 |
| BEACON EMBER WAVE | HORIZON MERIDIAN | 3M33PXM44 | UJK | 8.16% | $112,713,738 |
| PIONEER CREST VERTEX | HARBOR VECTOR | VO05JJ97M | DIN | 2.42% | $113,036,715 |
| EMBER ALPHA UNISON | PATHWAY FRONTIER | VARTSYIZK | QILBX | 11.49% | $60,607,278 |
| MATRIX TIMBER | ZENITH WAVE | YYG1TFESA | GCVC | 3.17% | $63,465,135 |
| QUANTUM QUANTUM FRONTIER | RIDGE FUSION | 85KUFH4K9 | IGKD | 10.80% | $13,617,492 |
| ELEMENT RIDGE | ATLAS ELEMENT | SP2CRXA7V | OGN | 10.18% | $4,273,553 |
| ALPHA UNISON | EMBER CREST | IL9J06OKL | EBWG | 6.21% | $94,866,200 |