Lind Capital Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Evanston, IL. Its latest Form ADV filing, dated March 25, 2026, reports $235M in regulatory assets under management, 5 employees, and 79 accounts.
Assets Under Management
$235M
Employees
5
Offices
--
Total Clients
79
Primary office
EVANSTON, IL
500 DAVIS CENTER, SUITE 1004, EVANSTON, IL, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 98.7% of total clients.
Top client categories% of clientsClients
1
HNWI
98.7%
78
2
Investment Cos.
1.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$235Mas of March 25, 2026
Discretionary100.0%
$235M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$235M
Total Accounts79
10Y AUM Change+$78M (+49.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee16:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.