Overview
Assets Under Management: $235 million
Headquarters: EVANSTON, IL
High-Net-Worth Clients: 78
Average Client Assets: $2.1 million
Frequently Asked Questions
LIND CAPITAL PARTNERS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #165810), LIND CAPITAL PARTNERS is subject to fiduciary duty under federal law.
LIND CAPITAL PARTNERS is headquartered in EVANSTON, IL.
LIND CAPITAL PARTNERS serves 78 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, LIND CAPITAL PARTNERS offers portfolio management for individuals, portfolio management for businesses, and portfolio management for institutional clients. View all service details ↓
LIND CAPITAL PARTNERS manages $235 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, LIND CAPITAL PARTNERS serves high-net-worth individuals, businesses, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 78
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.87%
Average Client Assets: $2.1 million
Total Client Accounts: 79
Discretionary Accounts: 79
Regulatory Filings
CRD Number: 165810
Filing ID: 2075901
Last Filing Date: 2026-03-25 15:40:08