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SEC-registered adviser

T•• L••• P•••••••• L••

Asset manager (funds and pooled vehicles)New York, New YorkCRD 290338SEC 801-128438website IAPD

Latest filing May 11, 2026

First filing on the tape Jun 28, 2023 · 6 filings

SEC status approved since Jul 28, 2023

RAUM

$153M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

0.0%

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

6 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

6 filings and snapshots on the tape

RAUM$153M as of May 11, 2026

Mar 29, 2024$190M then

HNW client RAUM: no history

State-registered IARs (5.B.3)0 as of May 11, 2026

Mar 29, 20240 then

Employees (5.A)9 as of May 11, 2026

Mar 29, 20249 then

Private funds4 as of May 11, 2026

Mar 29, 20242 then

RAUM -7.5% over the last fiscal yearIARs 0 to 0

Practice profile

derived from the filing of May 11, 2026; every figure names its basis

RAUM per advisor: unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor: unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client: unknownderivedHNW RAUM over HNW clients
Average account: $25.5MderivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: unknownderivedItem 5.A over advisors
Advisors per office: unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year: -7.5%derivedbetween the last two annual amendments
Advisor growth, one year: unknownderivedItem 5.B.3 between annual amendments
Client growth, one year: unknownderived
Compensation: percentage of assets, performance-based, otherreportedItem 5.E
Advisory activities: portfolio management for pooled vehiclesreportedItem 5.G
Custody: $153M, 6 clientsreportedItem 9.A
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
compensates persons for client referrals (8.G.1)
compensates non-employees for client referrals (8.G.2)
has custody of client cash or bank accounts (9.A.1.a)
has custody of client securities (9.A.1.b)
a related person has custody of client cash (9.B.1.a)
a related person has custody of client securities (9.B.1.b)

Where the RAUM sits

Form ADV Item 5.D, latest filing

Pooled investment vehicles$153M100%

Individual clients: n/areported
HNW clients: n/areported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 6reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: $153M for 6 clientsreported
Compensation: % of AUM, performancereported
Class basis: private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived

Advisors registered through the firm

0 on IAPD today, longest tenure first

No representative is registered through this CRD on IAPD.

Advisor movement

Left, latest

none on the tape

Joined, latest

none on the tape

Every departure Every arrival

Private funds

4 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
L••• G••••• F••• I• L•	Private Equity Fund	$156M	81	Mar 29, 2022
L••• G••••• M•••• F•••• L•	Private Equity Fund	$29.4M	56	Mar 30, 2020
T•• A••••••••• S•••••• O••••••••• F•••• L•	Hedge Fund	$4.5M	40	Mar 5, 2018
T•• C••••••• S•••••• O••••••••• F•••• L•	Hedge Fund	$1.8M	5	Mar 5, 2018

Owners and control persons

Schedule A and B, latest filing

B••••••• R•••••• A••• · Ccocontrol
since 06/2023 · owns less than 5%
C•••• S•••••• S••••••• · Coocontrol
since 07/2017 · owns less than 5%
E•••••• J••••••• L••• · Managing Directorcontrol
since 10/2011 · owns 75% or more
K••• H••• L•• · Cfocontrol
since 01/2017 · owns less than 5%
V•••••••• P••••••• V•••••• · Managing Directorcontrol
since 10/2011 · owns less than 5%

Related persons

Schedule D 7.A

L••• G••••• P••••••• I• L••
bankpooled vehicle sponsorn
L••• G••••• P•••••••• L••
bankpooled vehicle sponsorn

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

What changed

consecutive filings, newest first

Assets in custody · $165M to $153M
Apr 29, 2025 to Mar 31, 2026
Discretionary RAUM · $165M to $153M
Apr 29, 2025 to Mar 31, 2026
Pooled vehicle RAUM · $165M to $153M
Apr 29, 2025 to Mar 31, 2026
RAUM · $165M to $153M
Apr 29, 2025 to Mar 31, 2026
Accounts · 4 to 6
Mar 29, 2024 to Apr 29, 2025
Pooled vehicle clients · 4 to 6
Mar 29, 2024 to Apr 29, 2025
Assets in custody · $190M to $165M
Mar 29, 2024 to Apr 29, 2025
Financial planning clients · unset to
Mar 29, 2024 to Apr 29, 2025
Private funds · 2 to 4
Mar 29, 2024 to Apr 29, 2025
Discretionary RAUM · $190M to $165M
Mar 29, 2024 to Apr 29, 2025
Pooled vehicle RAUM · $190M to $165M
Mar 29, 2024 to Apr 29, 2025
RAUM · $190M to $165M
Mar 29, 2024 to Apr 29, 2025
Pooled vehicle clients · 2 to 4
Sep 26, 2023 to Mar 29, 2024
Assets in custody · $176M to $190M
Sep 26, 2023 to Mar 29, 2024
Employees · 10 to 9
Sep 26, 2023 to Mar 29, 2024
Discretionary RAUM · $182M to $190M
Sep 26, 2023 to Mar 29, 2024
Pooled vehicle RAUM · $182M to $190M
Sep 26, 2023 to Mar 29, 2024
RAUM · $182M to $190M
Sep 26, 2023 to Mar 29, 2024
Private funds · 4 to 2
Jun 28, 2023 to Sep 26, 2023

Signals

1 dated events

T•• L••• P•••••••• L•• filed its initial SEC registration (Form ADV)
Jun 28, 2023 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

T•• L••• P•••••••• L•• · Independent Sponsors
shared crd · capital_provider
T•• L••• P•••••••• L•• · Private Equity
shared crd · organization
T•• L••• P•••••••• L•• · Venture Capital
shared crd · organization

How to reach

public business contact points only, each with its source

Firm profile: linkedin.com/company/the-lind-partnersreportedpublic record, Form ADV, Sep 21, 2026
Website: THEL•••PARTNERS.COMreportedpublic record, Form ADV, Sep 21, 2026
Principal office phone: 646-395-3931reportedpublic record, Form ADV, May 11, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
RAUM per advisor: n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026