Ben Posen
Founder at Lindbrook Capital LLC
Net worth: - $ as of 2022-03-30
Profile
Mr. Benjamin A.
Posen is an Independent Director at CNL Strategic Capital LLC and a Managing Partner at Lindbrook Capital LLC.
He is on the Board of Directors at CNL Strategic Capital LLC.
He co-founded Lindbrook Capital LLC, and is responsible for all investment related activities including asset allocation and investment research and selection.
Prior to Lindbrook, he spent 15 years at Oppenheimer & Co. where he co-formed the Posen/Dritz group and successfully built a team to manage assets for wealthy individuals, foundations and endowments.
He started his career in 1993 with Paine Webber, then one of the largest fixed income brokerages on the west coast.
He received a Bachelor of Arts from the University of Minnesota.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
CNL Strategic Capital LLC
 CNL Strategic Capital LLC Real Estate DevelopmentFinance CNL Strategic Capital LLC engages in the provision of long-term growth and current income to individuals by acquiring controlling equity stakes in combination with loan positions in the middle-market businesses. The company is headquartered in Orlando, FL. 0.04% | 2023-04-09 | 2,000 ( 0.04% ) | 0 $ | 2022-03-30 |
Ben Posen active positions
| Companies | Position | Start |
|---|---|---|
CNL Strategic Capital LLC
CNL Strategic Capital LLC Real Estate DevelopmentFinance CNL Strategic Capital LLC engages in the provision of long-term growth and current income to individuals by acquiring controlling equity stakes in combination with loan positions in the middle-market businesses. The company is headquartered in Orlando, FL. | Director/Board Member | 2016-12-31 |
Lindbrook Capital LLC
 Lindbrook Capital LLC Investment ManagersFinance Lindbrook Capital LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded in 2011 by Tyler Dritz and Benjamin Posen. They provide investment consulting services to foundations, endowments, and affluent individuals and families. | Founder | 2010-12-31 |
Training of Ben Posen
| University of Minnesota | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Lindbrook Capital LLC
Lindbrook Capital LLC Investment ManagersFinance Lindbrook Capital LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded in 2011 by Tyler Dritz and Benjamin Posen. They provide investment consulting services to foundations, endowments, and affluent individuals and families. | Finance |
CNL Strategic Capital LLC
CNL Strategic Capital LLC Real Estate DevelopmentFinance CNL Strategic Capital LLC engages in the provision of long-term growth and current income to individuals by acquiring controlling equity stakes in combination with loan positions in the middle-market businesses. The company is headquartered in Orlando, FL. | Finance |
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