LINDISFARNE INVESTMENTS, LLC

LINDISFARNE INVESTMENTS, LLC is an SEC-registered investment adviser (CRD 149919). Regulatory assets under management: $1.6M.

Registration

• CRD: 149919
• Type: Registered investment adviser
• Phone: 440-623-0775
• Latest filing: 2026-04-14
• Regulatory AUM: $1.6M
• Discretionary AUM: $1.6M
• Clients: 2
• Accounts: 24

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 149919 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search