LIND CAPITAL PARTNERS

RIASEC RegisteredEst. 2013

Total AUM

$235M

Discretionary

$235M

100% of AUM

Avg account

$3M

Accounts

Employees

Advisory reps

Firm details

Headquarters: EVANSTON, Illinois
CRD number: 165810
Registered since: April 4, 2013
Website: www.lindcapitalpartners.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM
Client types: HNWI70.87%
Investment Companies29.13%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Lind Capital Partners is an SEC-registered advisory firm focused on discretionary portfolio management for individuals, small businesses, investment companies and institutional clients. Registered in 2013 and organized as an LLC with individual ownership, the firm runs a fee model based on a percentage of AUM and takes a conservative, income-oriented posture across client portfolios. The firm tilts heavily toward fixed-income strategies, with a clear emphasis on state and local bonds. Lind Capital Partners does not position itself as an active ESG investor and is not set up as a capital allocator or pension consultant. Its business model centers on managing separate accounts and pooled investment vehicles for high-net-worth individuals and institutions rather than running a multi-state or related-adviser network.