Lind Capital Partners provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutions.
Lind Capital Partners reports 79 clients. They include 78 high-net-worth individuals and 1 investment company. Of its assets, 100.0% ($235M across 79 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 99% | 71% |
| Investment companies | 1% | 29% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 78 | $167M | 70.9% | $2.14M |
| Investment companies | 1 | $68.5M | 29.1% | $68.5M |
| Total | 79 | $235M | 100% | $2.98M |
- Clients
- 78
- Regulatory AUM
- $167M
- AUM share
- 70.9%
- Avg. per client
- $2.14M
- Clients
- 1
- Regulatory AUM
- $68.5M
- AUM share
- 29.1%
- Avg. per client
- $68.5M
Total
- Clients
- 79
- Regulatory AUM
- $235M
- AUM share
- 100%
- Avg. per client
- $2.98M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Lind Capital Partners charges 0.75% a year for its Separately Managed Accounts. The fee is billed in arrears and is negotiable.
Fee details and sources
Jon Lind owns 50% to 75% of Lind Capital Partners. The leadership team of Lind Capital Partners includes Chief Compliance Officer Jon Lind. It has 5 employees.
Staff
- 5 employees
- 5 in advisory functions
- 1 state-registered rep
- Owns 50% to 75% of Lind Capital Partners, LLC
Jon Lind
Control person · since May 2008
- Owns 25% to 50% of Lind Capital Partners, LLC
David Murdoch
Control person · since August 2008
- Owns 10% to 25% of Lind Capital Partners, LLC
Anthony Chun
since March 2025
- Owns 10% to 25% of Lind Capital Partners, LLC
Jon Lind III
since March 2025
Lind Capital Partners’ regulatory assets grew from $201M (June 2021) to $235M (March 2026); clients rose from 26 to 79 and employees fell from 6 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $235M | 79 | 5 | 1 |
| Mar 2025March 2025 | $167M | 60 | 5 | 1 |
| May 2024May 2024 | $101M | 28 | 5 | 1 |
| May 2023May 2023 | $95.6M | 23 | 6 | 1 |
| Mar 2022March 2022 | $102M | 22 | 6 | 1 |
| Jun 2021June 2021 | $201M | 26 | 6 | 1 |
Besides its headquarters, Lind Capital Partners has 0 offices, with 1 listed address in 1 state.
Illinois · 1 listed address
- 500 Davis Center, Suite 1004, EvanstonHQ
Contact and registration details
- Legal name
- Lind Capital Partners, LLC
- Headquarters
- 500 Davis Center, Suite 1004, Evanston, IL 60201
- Website
- lindcapitalpartners.com
- Phone
- 312-878-3830
- SEC file
- 801-77824
- Structure
- Illinois LLC
- Fiscal year end
- December
Lind Capital Partners’ named custodians for separately managed accounts are Charles Schwab ($70.1M, 58%) and Fidelity ($51.6M, 42%). Lind Capital Partners does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $70.1M58%
- FidelityNational Financial Services LLC · Boston, MA · $51.6M42%
At year end, Lind Capital Partners’ separately managed accounts were mostly in bonds (87%) and cash (13%).
What the accounts hold
- Bonds87%
- Cash13%
How many clients does Lind Capital Partners have?
Lind Capital Partners has 79 clients and manages $235 million for them, as of March 2026. They include 78 high-net-worth individuals and 1 investment company.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does Lind Capital Partners offer?
Lind Capital Partners provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Lind Capital Partners charge?
Lind Capital Partners charges 0.75% a year for its Separately Managed Accounts. The fee is billed in arrears and is negotiable.
Source: LIND CAPITAL PARTNERS FORM ADV PART 2A BROCHURE, filed 25 March 2026
Which custodians does Lind Capital Partners use?
Lind Capital Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $70.1M and National Financial Services LLC (Boston, MA), with $51.6M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026
How many financial advisors does Lind Capital Partners have?
Lind Capital Partners has 1 investment adviser representative registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Lind Capital Partners invest in?
At the end of its last fiscal year, Lind Capital Partners’ separately managed accounts held 87% state and local bonds and 13% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Lind Capital Partners?
Lind Capital Partners’ direct owners are Jon Lind (50% to 75%), David Murdoch (25% to 50%), Anthony Chun (10% to 25%) and Jon Lind III (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does Lind Capital Partners get paid?
Lind Capital Partners is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Lind Capital Partners?
Lind Capital Partners’ main office is at 500 Davis Center, Suite 1004, Evanston, IL 60201. Its phone number is 312-878-3830. Its website is lindcapitalpartners.com.
