DFX Intelligence

Data Factory

RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

THE LIND PARTNERS, LLC

CRD 290338

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:155dbb3e-c65b-213f-1c1d-bb7ecb722309

Data as of May 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 3
Observed: Jun 28, 2023 to May 11, 2026
6 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

The Lind Partners, LLC

Venture manager · shared crd

Independent Sponsorsidentity

The Lind Partners, LLC

Capital provider to sponsors · shared crd

Private Equityidentity

The Lind Partners, LLC

Private equity manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0
Regulatory AUM: $153MItem 5.F on the latest filing (2026-05-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $153M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 9
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 6
Private funds: 4Schedule D 7.B(1)
Custody, client assets: $153M
SEC number: 801-128438
CRD: 290338
Filings on the tape: 6
First filed: Jun 28, 2023
Latest filed: May 11, 2026
Organised: Limited Liability Company, DE
Website: thelindpartners.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
LIND GLOBAL FUND II LP	Private Equity Fund	$156M	Mar 29, 2024	81	Mar 29, 2022	reported	021-406192
LIND GLOBAL MACRO FUND, LP	Private Equity Fund	$29.4M	Mar 29, 2024	56	Mar 30, 2020	reported	021-337251
THE AUSTRALIAN SPECIAL OPPORTUNITY FUND, LP	Hedge Fund	$4.5M	Mar 30, 2023	40	Mar 5, 2018	reported	021-167818
THE CANADIAN SPECIAL OPPORTUNITY FUND, LP	Hedge Fund	$1.8M	Mar 30, 2023	5	Mar 5, 2018	reported	021-196392

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BEINISH, ROBERT, ALAN	Cco	Na	yes	06/2023	Jun 28, 2023	Mar 29, 2024
Chun, Sydney, Samantha	Coo	Na	yes	07/2017	Jun 28, 2023	Mar 29, 2024
Easton, Jeffrey, Lind	MANAGING DIRECTOR	E	yes	10/2011	Jun 28, 2023	Mar 29, 2024
Kim, Hye, Lin	Cfo	Na	yes	01/2017	Jun 28, 2023	Mar 29, 2024
VALLIERE, PHILLIP, VINCENT	MANAGING DIRECTOR	Na	yes	10/2011	Jun 28, 2023	Mar 29, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
LIND GLOBAL PARTNERS II LLC	n/a	n/a	n/a	N	yes	n/a
LIND GLOBAL PARTNERS, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 31, 2026	$153M	$153M	9	6	4	n/a
2024	Apr 29, 2025	$165M	$165M	9	6	4	n/a
2023	Mar 29, 2024	$190M	$190M	9	6	2	$185M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$153M	$165M	-7.5%	n/a	n/a	9	9	0	0

Relationships

Advises (4)

→ LIND GLOBAL FUND II LPPrivate fundPrivate Equity Fund, IA
Mar 29, 2022 to presentfactForm ADV
→ LIND GLOBAL MACRO FUND, LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2020 to presentfactForm ADV
→ THE AUSTRALIAN SPECIAL OPPORTUNITY FUND, LPPrivate fundHedge Fund, ERA
Mar 5, 2018 to presentfactForm ADV
→ THE CANADIAN SPECIAL OPPORTUNITY FUND, LPPrivate fundHedge Fund, ERA
Mar 5, 2018 to presentfactForm ADV

Controls (5)

← BEINISH, ROBERT, ALANOwnerCCO, ownership code NA, individual
Jun 28, 2023 to Mar 29, 2024factForm ADV
← VALLIERE, PHILLIP, VINCENTOwnerMANAGING DIRECTOR, ownership code NA, individual
Jun 28, 2023 to Mar 29, 2024factForm ADV
← Easton, Jeffrey, LindOwnerMANAGING DIRECTOR, ownership code E, individual
Jun 28, 2023 to Mar 29, 2024factForm ADV
← Chun, Sydney, SamanthaOwnerCOO, ownership code NA, individual
Jun 28, 2023 to Mar 29, 2024factForm ADV
← Kim, Hye, LinOwnerCFO, ownership code NA, individual
Jun 28, 2023 to Mar 29, 2024factForm ADV

Dated events

Occurred
Jun 28, 2023
First Form ADV filing
The Lind Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:155dbb3e-c65b-213f-1c1d-bb7ecb722309
First observed: Jun 28, 2023
Last observed: May 11, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

THE LIND PARTNERS, LLC

CRD 290338

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:155dbb3e-c65b-213f-1c1d-bb7ecb722309

Data as of May 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:48 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

LIND GLOBAL FUND II LP

Private Equity Fund

$156M

Mar 29, 2024

Mar 29, 2022

reported

021-406192

LIND GLOBAL MACRO FUND, LP

Private Equity Fund

$29.4M

Mar 29, 2024

Mar 30, 2020

reported

021-337251

THE AUSTRALIAN SPECIAL OPPORTUNITY FUND, LP

Hedge Fund

$4.5M

Mar 30, 2023

Mar 5, 2018

reported

021-167818

THE CANADIAN SPECIAL OPPORTUNITY FUND, LP

Hedge Fund

$1.8M

Mar 30, 2023

Mar 5, 2018

reported

021-196392

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BEINISH, ROBERT, ALAN

Cco

yes

06/2023

Jun 28, 2023

Mar 29, 2024

Chun, Sydney, Samantha

Coo

yes

07/2017

Jun 28, 2023

Mar 29, 2024

Easton, Jeffrey, Lind

MANAGING DIRECTOR

yes

10/2011

Jun 28, 2023

Mar 29, 2024

Kim, Hye, Lin

Cfo

yes

01/2017

Jun 28, 2023

Mar 29, 2024

VALLIERE, PHILLIP, VINCENT

MANAGING DIRECTOR

yes

10/2011

Jun 28, 2023

Mar 29, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

LIND GLOBAL PARTNERS II LLC

n/a

yes

n/a

LIND GLOBAL PARTNERS, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$153M

n/a

2024

Apr 29, 2025

$165M

n/a

2023

Mar 29, 2024

$190M

$185M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$153M

$165M

-7.5%

n/a