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Linge Capital Management Inc. (Jacksonville)


Linge Capital Management Inc. is an internet adviser based in Jacksonville. It manages $10.97 million of regulatory assets for 73 client accounts. It has been registered with the SEC as an adviser since 2001.

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Linge Capital Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Linge Capital Management: assets under management

The assets under management (AUM) of Linge Capital Management Inc. is $10.97 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -65% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $10.97 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $150.31 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Linge Capital Management Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Jacksonville

The principal office where Linge Capital Management Inc. performs its advisory services is located at 8850 Goodby's Executive Drive, Jacksonville, FL 32217, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 904-262-9070 or by fax 904-262-4748. The normal business hours are 8:30 a.m to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.cparn.com.


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