Lindbrook Capital LLC — Contact Email, Phone & Team

Overview

Lindbrook Capital LLC is a boutique wealth management firm offering high-level investment advice and financial planning services to affluent families, individuals, foundations, and endowments. With offices in Los Angeles, Calabasas, and New York City, the firm manages approximately $3.8 billion in assets under management. The team is led by Managing Partners Benjamin Posen and Tyler Dritz, alongside partner Lee Samson. The firm provides tailored investment management and financial planning services to high-net-worth individuals, families, foundations, and endowments, including prominent business and entertainment executives. Lindbrook Capital was founded on the belief that each client is unique, offering comprehensive and objective guidance tailored to meet distinct investment and planning objectives. The firm operates as an employee-owned, SEC-Registered Investment Advisor (RIA), adhering to a fiduciary standard and providing fee-based, objective advice free from conflicts of interest. In May 2025, Hightower Advisors made a strategic investment in Lindbrook Capital, marking Hightower's first investment in 2025. This partnership aims to streamline non-core functions and support the firm's growth while preserving its culture and investment autonomy. The firm is committed to exceeding clients' investment goals by providing unbiased and independent investment advisory services tailored to each client's specific needs.

Investment Focus

High-net-worth individuals
Affluent families
Foundations
Endowments

Portfolio Companies

AppleMicrosoftAmazonFacebookJohnson & JohnsonExxonMobilVisaPfizerGoogleTeslaBerkshire HathawayWalmartMastercardChevronCoca-ColaPepsiCoMcDonald'sNetflixNikeDisney

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Frequently asked questions about Lindbrook Capital LLC

What sectors does Lindbrook Capital LLC invest in?

Lindbrook Capital LLC invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in California, United States. Lindbrook Capital LLC is listed as a private investment firm in the ConnectSafely investor database.