LGS is a SEC-registered investment adviser with its principal place of business located in New York. Linden Global Strategies LLC was incorporated in 2011. Listed below are the firm's principal owners (i.e. those individuals and/or entities controlling 25% or more of this company).
• Josephine Linden, Managing Member LGS offers the following advisory services to our clients: INDIVIDUAL PORTFOLIO MANAGEMENT LGS provides personal, confidential advice to high net worth clients as well as foundations and endowments regarding the investment of client funds based on the individual needs of the client. To the extent we manage assets on a discretionary basis, LGS provides continuous advice regarding those assets. Through personal discussions in which goals and objectives, based on a client's particular circumstances are established, we develop a client's personal investment policy, create an asset allocation strategy and manage a portfolio based on that policy and strategy. During our data-gathering process, we determine the client’s individual objectives, time horizons, risk tolerance, and liquidity needs. LGS manages these advisory accounts on a discretionary or non-discretionary basis. Account supervision is guided by the client's stated objectives (i.e., maximum capital appreciation, growth, income, or growth and income), as well as tax considerations. Clients may impose reasonable restrictions on investing in certain securities, types of securities, or industry sectors. LGS investment recommendations are not limited to any specific product or service and will generally include advice regarding the following securities:
• Exchange-listed securities
• Securities traded over-the-counter
• Foreign issuers
• Corporate debt securities (other than commercial paper)
• Municipal securities
• Mutual fund shares
• United States governmental securities
• Hedge funds Because some types of investments involve certain additional degrees of risk,

they will only be implemented/recommended when consistent with the client's stated investment objectives, tolerance for risk, liquidity and suitability. SELECTION AND MONITORING OF UNAFFILIATED INVESTMENT MANAGERS LGS will also provide advice regarding investments with unaffiliated managers to identify which manager’s portfolio management style is appropriate for individual clients. Through personal discussions in which goals and objectives, based on a client's particular circumstances, are established, we develop a client's personal investment policy, create an asset allocation strategy, and manage a client’s investments with unaffiliated managers based on that policy and strategy. Factors considered in making this determination regarding unaffiliated managers include account size, risk tolerance, the opinion of each client and the investment philosophy of the selected manager. Clients should refer to the selected manager’s firm brochure or other disclosure document for a full description of these factors. Our firm monitors the performance of the selected managers for clients. ASSETS UNDER MANAGEMENT As of 12/31/2022, LGS has approximately $686,774,060 in regulatory assets under management (RAUM), of which $608,430,468 are managed on a discretionary basis and $78,343,592 are managed on a non-discretionary basis. RAUM assets are also reported in LGS’s Form ADV 1A. However, for the purpose of this Brochure, LGS reports that it has $3,866,699,087 in total assets under advisement. These assets are significantly more than those set forth above as, with respect to the additional assets, LGS has neither discretion nor the responsibility for the actual implementation of any recommendations. Therefore, they are not calculated as RAUM. However, for such assets LGS makes specific investment recommendations, advises clients on an ongoing basis with respect to their investments, the markets and their portfolio allocations, and is closely involved in the client’s investment making decisions.