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Adviser Profile

As of Date 03/29/2024
Adviser Type - Large advisory firm
Number of Employees 9
of those in investment advisory functions 6
Registration SEC, Approved, 07/28/2023
Other registrations (2)
Former registrations

THE LIND PARTNERS, LLC

AUM* 190,273,831
of that, discretionary 190,273,831
Private Fund GAV* 185,265,238
Avg Account Size 47,568,458
SMA’s No
Private Funds 2
Contact Info 646 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
1 1 1 1

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count2 GAV$185,265,238

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Brochure Summary