This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.71 fund_share=0.29 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$235MItem 5.F on the latest filing (2026-03-25); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$235M

Private client RAUM

$167MderivedItem 5.D individuals plus high net worth individuals

Private client share

71%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$118Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

5

Advisory employees

5

Offices

0Schedule D 1.F, beyond the principal office

Accounts

79

Individual clients

0

High net worth clients

78

SEC number

801-77824

CRD

165810

Filings on the tape

24

First filed

Mar 21, 2013

Latest filed

Mar 25, 2026

Organised

Limited Liability Company, IL

Website

lindcapitalpartners.com

• Occurred

  Mar 21, 2013
  First Form ADV filing

  Lind Capital Partners filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c8f44bbf-6cab-fd87-ae8f-c826663eeeac

First observed

Mar 21, 2013

Last observed

Mar 25, 2026 5 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.