L
CRD: 149919
Lindisfarne Investments, LLC
$1.6M Total AUM
$1.6M Disc. AUM
-- 3Y CAGR
2 Employees
21 ADV. Clients
17 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-11-2009
- Office Locations
- 1
Office Locations
-- BAY Village OH
About Lindisfarne Investments, LLC
Lindisfarne Investments is an independent RIA founded in 2009 in Bay Village, Ohio. The firm builds portfolios using mutual funds, ETFs, and equities, driven by independent research and a top-down, technical-analysis process to target stronger market sectors and the securities within them. It emphasizes risk-aware positioning—seeking attractive return per unit of risk rather than trying to time the market.
Team overview
-- AVG AGE
$1.6M AVG AUM / ADVISOR
$76.4K AVG AUM / CLIENT
17.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
W
WILLIAM NICKOLAS BARACK MR.
Chief Executive Officer
- CRD
- #4055635
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,604,783 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,604,783 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Total | Available | Available |
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