Lindbrook Capital, LLC
CRD 155812SEC# 801-72193Calabasas, CA
No longer SEC-registered. Lindbrook Capital, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$3.5B
Employees
10
Accounts
2,420
Location
Calabasas, CA
Lindbrook Capital, LLC assets under management
Lindbrook Capital, LLC is an SEC-registered investment adviser based in Calabasas, CA. It reports $3.5 billion in regulatory assets under management and employs 10 people.
Lindbrook Capital, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Lee Charles Samson | Partner | 25-50% | 2021 |
| Luke William Crofts Control | Partner | Under 5% | 2022 |
| Marielle Kristine Schurig Control | Partner | 5-10% | 2022 |
| Posen/Degal Living Trust Control | Managing Member | 25-50% | 2013 |
| Tyler and Taryn Dritz Revocable Trust Control | Managing Member | 25-50% | 2013 |
| Tyler Samuel Dritz Control | Chief Compliance Officer | Under 5% | 2011 |
| Benjamin Alan Posen Control | Trustee | — | 2013 |
| Norinne Grace Degal Control | Trustee | — | 2013 |
| Taryn Sperry Dritz Control | Trustee | — | 2013 |
| Tyler Samuel Dritz Control | Trustee | — | 2013 |
Frequently asked questions
How much does Lindbrook Capital, LLC manage?
Lindbrook Capital, LLC reports $3.5 billion in regulatory assets under management on its Form ADV.
How many employees does Lindbrook Capital, LLC have?
Lindbrook Capital, LLC reports 10 employees.
Where is Lindbrook Capital, LLC located?
Lindbrook Capital, LLC is based in Calabasas, CA.
Does Lindbrook Capital, LLC disclose fund performance?
Lindbrook Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 23975 Park Sorrento, Suite 230, Calabasas, CA 91302 |
| Office hours | 7:00 a.m. To 4:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$3.5BNo change
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 16%
Larger than 84% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$3.5Bregulatory AUM
Discretionary $3.14BNon-discretionary $363.7M