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Linx Equities, LLC

Linx Equities, LLC. CRD 154320

Linx Equities, LLC logo

CRD: 154320

Linx Equities, LLC

Scottsdale, AZ
4802275422
$43.5M Total AUM
$43.5M Disc. AUM
-- 3Y CAGR
1 Employees
57 ADV. Clients
15 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท TD Ameritrade
Clients
Retail
Platforms
CapitalSummit wave
Established Date
09-03-2010
Office Locations
1

Office Locations

-- Scottsdale AZ

About Linx Equities, LLC

Linx Partners is a private investment firm focused on partnering with entrepreneurs, families, and management teams in the U.S. industrial sector. The firm invests in lower middle-market B2B industrial manufacturing and service companies (typically under $100M in revenue) and works with leadership to pursue the strategy needed to scale the business. Portfolio highlights include Sagent, a Dallas-based network equipment distributor with repair and maintenance services for a blue-chip customer base.

Team overview

-- AVG AGE
$43.5M AVG AUM / ADVISOR
$762.8K AVG AUM / CLIENT
15.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age

Insights

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Asset Classes

Eagle harbor Capital Matrix Ridge

Client Personas

Eagle value

Custodian

Ember Frontier Ridge catalyst

Investment Themes

Beacon vertex Capital vital

Investment Vehicles

Momentum Zenith

Services

Pioneer Signal Peak frontier Zenith

Technology

Bridge quantum Prime

Owner & Executives

JON LENNARD LINDQUIST

JON LENNARD LINDQUIST

Investment Advisor, Managing Member

CRD
#4559831
Ownership
Less than 5%
(867) 371-7624
radial.insight@oakcapital.com
in linkedin.com/in/legacy-matrix

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $43,480,851 --
Non-Discretionary $0 --
Total $43,480,851 --

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Separately Managed Accounts

Total SMA Asset: $43,480,851

$43.5M Total SMA
Equity - Exchange:
41.8%
Public Funds:
18.3%
Cash:
39.9%
Asset class Assets Assets %
Equity - Exchange $3,036,325,536 41.8%
Public Funds $1,329,300,414 18.3%
Cash $2,898,310,739 39.9%
Total $7,263,936,689 100.0%

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