LINN & ASSOCIATES INC
CRD #108675 SEC #801-55210 ST. PETERSBURG, FL 727-381-7500
SEC Registered
Total AUM
$41.5M
Discretionary
$3M
Employees
10
Clients
101
Accounts
223
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 26, 2002
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BECKER, LAWRENCE, K | I | DIRECTOR/VICE PRES. | NA | Control |
| CROSSFIELD, ANDREW, NEAL | I | DIRECTOR/VICE PRES./SECRETARY | NA | Control |
| LINN, MAX, PATRICK | I | DIRECTOR/PRESIDENT/TREASURER | NA | Control |
| LINN, MAX, PATRICK | I | PRESIDENT | E | Control |
| LINN, MAX, PATRICK | I | PRESIDENT | E | Control |
| LINN, MAX, PATRICK | I | PRESIDENT | E | Control |
| NATIONAL FINANCIAL PARTNERS CORP. | DE | SHAREHOLDER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| APOLLO ADVISORS IV, L.P. ("APOLLO ADVISORS") | DE | APOLLO FUND | F | |
| APOLLO CAPITAL MANAGEMENT IV, INC. | DE | APOLLO ADVISORS | F | |
| APOLLO INVESTMENT FUND IV, L.P. ("APOLLO FUND") | DE | NATIONAL FINANCIAL PARTNERS CORP. | C | Control |
Registrations
Federal
IA
Apr 26, 2002 REGISTERED
Notice Filings (2)
AL FL
Address
6446 CENTRAL AVENUEST. PETERSBURG, FL 33707
USA
Phone: 727-381-7500