# Lind Capital Partners

> Lind Capital Partners is an SEC-registered investment advisory firm in Evanston, IL, registered since 2013, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 165810
- Filed as: LIND CAPITAL PARTNERS
- Legal name: Lind Capital Partners, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Evanston, IL
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/165810
- AdvisorCensus page: https://advisorcensus.com/firm/lind-capital-partners-evanston-il-165810

## Quick answers

**How is Lind Capital Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Lind Capital Partners reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Lind Capital Partners located?**
Lind Capital Partners' principal office is in Evanston, IL, according to its Form ADV.

**Is Lind Capital Partners registered with the SEC or a state?**
Lind Capital Partners is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 165810.

**How much does Lind Capital Partners manage?**
Lind Capital Partners reports $235,044,271 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**How have Lind Capital Partners' assets and staff changed since 2021?**
In the Form ADV data for Lind Capital Partners: Regulatory assets under management: $200,932,258 in the October 2021 data and $235,044,271 in the October 2026 data, up 17%. Total employees: 6 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Lind Capital Partners serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (78); investment companies (1).

**Which custodians does Lind Capital Partners use?**
Lind Capital Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Lind Capital Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/165810

**What changed in Lind Capital Partners' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $167,064,704 to $235,044,271 (+41%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $235,044,271
- Discretionary: $235,044,271
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 78 | $166,564,948 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 1 | $68,479,323 |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2013 (13 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, TX, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lcpmx.com
- lindcapitalpartners.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $200,932,258 | 6 | June 1, 2021 |
| October 2022 | $101,875,021 | 6 | March 31, 2022 |
| October 2023 | $95,560,284 | 6 | May 10, 2023 |
| October 2024 | $101,370,018 | 5 | May 24, 2024 |
| October 2025 | $167,064,704 | 5 | March 26, 2025 |
| October 2026 | $235,044,271 | 5 | March 25, 2026 |

Regulatory assets under management: $200,932,258 in the October 2021 data and $235,044,271 in the October 2026 data, up 17%.
Total employees: 6 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $167,064,704 to $235,044,271 (+41%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lind Capital Partners (CRD 165810): Form ADV filing data as of October 2026.