SourcingSourcing

LINX PARTNERS, LLC

B63
CRD 158607·SEC 801-74351·ATLANTA, GA
AUM
$131.4M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$394K
@ 30% margin
Est. Deal Value
$3.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LINX PARTNERS, LLC
CRD
158607
SEC file #
801-74351
EIN
900937652
DBA names
—

Economics

AUM
$131.4M
AUM band
$100M-$500M
AUM trajectory
'20'26
$172.6M → $131.4M▼ -24%
Client mix
Pooled Investment Vehicles7

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
6 advisors → 3 advisors▼ -50%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
linxpartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HENAGAN, BARBARA, MILLS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
HENAGAN, BARBARA, MILLS
NIMS, MELISSA, HICKEY
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
LINXPARTNERS.COM
Rdap Domain Creation Date
1999-06-24T19:05:01Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001580631
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2013-08-02
Edgar Last Filing Date
2014-08-04
Edgar Form D Count
2
Edgar Form D Offerings
2014-08-042014-08-04 · 0001580631-14-000001
2013-08-022013-08-02 · 0001580631-13-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan13
E*trade4
Edgar Addresses
Mailing
C/O LINX PARTNERS III, LLC100 GALLERIA PARKWAY, SUITE 1300ATLANTA, GA 30339
Business
C/O LINX PARTNERS III, LLC100 GALLERIA PARKWAY, SUITE 1300ATLANTA, GA 30339
Edgar EIN
900937652
Edgar Recent Filings
D/A2014-08-04 · 0001580631-14-000001
D2013-08-02 · 0001580631-13-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-06-24T19:05:40Z
Rdap Domain Last Changed
2025-03-19T16:21:15Z
Rdap Nameservers
Ns1.worldnic.comNs2.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
6030552
Trust Company Affiliate
No

People (2)

2
HENAGAN, BARBARA, MILLS
Direct Owner · 87.5%
6030552
NIMS, MELISSA, HICKEY
Executive Officer · 2.5%
6030538