LINEAR B PARTNERS LP
Adviser information for LINEAR B PARTNERS LP last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2 | $308.5M |
| Non-Discretionary | 0 | $0 |
| Total | 2 | $308.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 2 | $308.5M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 100 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-122099 |
|---|---|
| SEC ERA File Number | 801-122099 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 315185 |
| Legal Entity Identifier | 5493001KKH9I3TLJUD65 |
Principal Office
405 LEXINGTON AVE, 34TH FLOORNEW YORK
NY
United States
Monday - Friday, 9AM - 5PM
Tel: 212-918-0910, Fax: None
Chief Compliance Officer
DAVID ANZALONE
405 LEXINGTON AVE, 34TH FLOOR
NEW YORK
NY
United States
Tel:
212 918 0917
D*************@******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| LINEAR B MASTER FUND LP | Hedge Fund | $308.5M | $1.0M | 9 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BRUNNER, MICHIO, OUCHI | Individual | – | LIMITED PARTNER & CIO | 04/2021 | 50-75% |
| LINEAR B PARTNERS GP LLC | Domestic Entity | – | GENERAL PARTNER | 04/2021 | < 5% |
| BRUNNER, MICHIO, OUCHI | Individual | LINEAR B PARTNERS GP LLC | MANAGING MEMBER | 04/2021 | > 75% |
| GRESENS, PATRICK, CONRAD | Individual | – | LIMITED PARTNER | 04/2021 | 10-25% |
| LB LSS TR | Domestic Entity | – | LIMITED PARTNER | 01/2022 | 10-25% |
| CCG TRUST | Domestic Entity | – | LIMITED PARTNER | 01/2022 | 5-10% |
| BRUNNER, MICHIO, OUCHI | Individual | – | TRUSTEE (LB LSS TR) | 12/2021 | > 75% |
| GRESENS, PATRICK, CONRAD | Individual | – | TRUSTEE (CCG TRUST) | 12/2021 | > 75% |
| ANZALONE, DAVID, JOHN | Individual | – | CHIEF COMPLIANCE OFFICER | 06/2023 | < 5% |