# LINDBROOK CAPITAL, LLC

LINDBROOK CAPITAL, LLC of CALABASAS, CA is an SEC-registered investment adviser.

## Registration

- CRD: 155812
- Type: SEC-registered investment adviser
- SEC file number: 801-72193
- Location: 23975 PARK SORRENTO, SUITE 230, CALABASAS, CA, 91302
- Phone: 424-208-8000
- Latest filing: 2025-02-23
- Regulatory AUM: $3.5B
- Discretionary AUM: $3.1B
- Non-discretionary AUM: $363.7M
- Clients: 10
- Accounts: 2,420

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| Tyler Samuel Dritz | CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| Benjamin Alan Posen | TRUSTEE | — |
| Taryn Sperry Dritz | TRUSTEE | — |
| Norinne Grace Degal | TRUSTEE | — |
| Lee Charles Samson | PARTNER | — |
| Marielle Kristine Schurig | PARTNER | — |
| Luke William Crofts | PARTNER | — |
| FACTOR DEAN JAY | CHIEF COMPLIANCE OFFICER; INDIRECT OWNER AND MANAGING MEMBER | — |
| DRITZ TYLER SAMUEL | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & MANAGING MEMBER; INDIRECT OWNER AND MANAGING MEMBER (+1 more) | — |
| POSEN BENJAMIN ALAN | INDIRECT OWNER AND MANAGING MEMBER; MANAGING MEMBER; TRUSTEE | — |
| Dritz Taryn Sperry | TRUSTEE | — |
| Degal Norinne Grace | TRUSTEE | — |
| SAMSON LEE CHARLES | MEMBER; PARTNER | — |
| SCHURIG MARIELLE KRISTINE | PARTNER | — |
| Crofts Luke William | PARTNER | — |


## Branch offices (12)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| LOS ANGELES | CA | 3 | (424) 208-8000 |
| LOS ANGELES | CA | 3 | (424) 208-8000 |
| LOS ANGELES | CA | 3 | (424) 208-8000 |
| NEW YORK | NY | 2 | 212-957-0052 |
| NEW YORK | NY | 2 | 212-957-0052 |
| NEW YORK | NY | 2 | 212-957-0052 |
| — | — | 1 | 201-417-4892 |
| — | — | 1 | 201-417-4892 |
| — | — | 1 | 201-417-4892 |
| — | — | 1 | 201-417-4892 |
| — | — | 1 | 201-417-4892 |
| — | — | 1 | 201-417-4892 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/155812/brochure
- Similar advisers: https://search.stillhousedata.com/firm/155812/similar
- Related entities: https://search.stillhousedata.com/firm/155812/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/155812

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.