Linmar Capital LLC (New York)

Linmar Capital LLC is an adviser based in New York. It manages $4.2 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2018.

Linmar Capital provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Linmar Capital: assets under management

The assets under management (AUM) of Linmar Capital LLC is $4.2 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $4.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $700 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 61% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 35% of the firm’s portfolio. Investments in derivatives form 3% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Linmar Capital 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 Linmar Capital serves?

The only and largest group of clients of Linmar Capital is high net worth individuals with 6 clients and $4.2 million of assets under management. Among the 2 most similar advisory firms, Linmar Capital has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $4.2 million for 6 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Linmar Capital doesn't advise any private funds.

Careers at Linmar Capital LLC

The company employs 1 person that is either a part- or full-time employee. 100 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
Abraham Morris Shamah	Managing member, chief compliance officer	1 May 2018	75% - 100%	4464294

Based in New York

The principal office where Linmar Capital LLC performs its advisory services is located at 452 Fifth Avenue, New York, NY 10018, 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 646-783-6835. The normal business hours are 9:00am - 5:00pm on Monday - Friday.