THE LIND PARTNERS, LLC

RIASEC RegisteredEst. 2023
Total AUM
$153M
Discretionary
$153M
100% of AUM
Avg account
$25.5M
Accounts
6
Employees
9
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
290338
Registered since
July 28, 2023
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

The Lind Partners, LLC is a limited liability company that operates as a private equity fund manager and registered investment adviser (SEC registration in 2023). The firm serves institutional clients and combines sponsor/GP roles with portfolio management for pooled investment vehicles. It also lists CPO/CTA activity, indicating operational involvement in commodity futures or similar pooled strategies. Fee arrangements include a percentage-of-AUM component, performance-based fees and other fee elements. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Hye Kim

    Chief Financial OfficerCRD 6919333

Contacts

3 of 3
  • Jeffrey Easton

    Founder and Managing DirectorCRD 6905834

  • PHILLIP VALLIERE

    Managing DirectorCRD 4321692

  • ROBERT BEINISH

    CCOCRD 2715163

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
444 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth