The Lind Partners, LLC
Candidate, based in New York, New York, reporting $58.1M of fund assets on its funds' Form ADV filings.
Composed from this organization's classification, location and filed figures.
2 additional team members, 2 verified contacts (1 general firm email, 1 firm phone)
Every relationship, signal and contact on this record, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Nothing material in the last 180 days.
People to know
View all people- Managing DirectorWhy: Managing directorNo route on file yet
- Managing DirectorWhy: Managing directorNo route on file yet
Relationship network
6 connected entities
From financing rounds and every investor named in them, Form ADV and Form D filings, the firm's funds and team, and disclosed LP commitments in the venture capital graph. A round's amount is the size of the round, not money that moved between two investors.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the rounds and sources behind it. Line weight is rounds together; dashed lines are inferred.
- Fund or vehicle
- Person
›How strength and recency are read
Co-investors are read from the rounds: three or more shared rounds is a strong observed relationship, two a repeat co-investor, one a single round. Funds and people are structural. Nothing is scored that a reader cannot check.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
How am I connected?
Name your firm, a company or a person, and DFX finds the published routes to The Lind Partners, LLC: a shared portfolio company or board, a prior employer, a co-investor, a shared LP or service provider. Every step is a filed or published record with its source; none is a guess about who knows whom.
See how you connect to The Lind Partners, LLC
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Investing
0 companies on record, 0 new in 12 months
Investments on record
What these amounts mean“This investor” is the amount disclosed for this investor alone; it is unknown unless a source said it. The round size is the whole round.Acquired, Public, Exited and Active are what the firm’s own portfolio card says, read on the date shown when you hover the chip; they are not deal dates. A company with no chip is one whose card states no outcome: DFX does not assume it is active.Stated thesis versus observed behaviour
- Sectors
- not stated or not yet read
- Stages
- not stated or not yet read
- Geography
- new york
- Check size
- not stated; DFX does not estimate checks from round sizes
Team
5 current, 1 departed
Decision makers
- Jeffrey Lind Easton · Managing DirectorWhy this person: Managing director; Named with investment responsibility
- Phillip Vincent Valliere · Managing DirectorWhy this person: Managing director; Named with investment responsibility
Who else at this firm · 1 person, grouped by function
Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.
Investment team
How the team is orderedPartners who lead rounds first (rounds led, then deals attributed, then seniority), then the rest of the investment team, then investor relations, finance and operations. A person named by two sources under two spellings is shown once.- Managing Director
- Managing Director
- Cfo
1 departed (kept with end dates)
- Sharon Li · Director Of Marketing · Sep 1, 2017 to Mar 26, 2019 Inference
Contacts
1 general firm email, 1 firm phone on record, each with its source. Values open with the complete profile.
Funds and LPs
1 vehicle, 0 LPs disclosed
Funds and vehicles
What these amounts meanGAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| Lind Global Fund II LP | Fund · ADV: Private Equity Fund | 2021 form d first sale | Mature | $58.1M May 11, 2026 | 81 | $23.3M of $110M | Jul 14, 2021 |
Limited partners
Known LPs and allocators
What these amounts and dates areEach commitment is counted once across the pension tape and the allocator graph. A commitment date prints only when the source printed one; otherwise the row carries the report date. A foundation’s 990-PF line is a holding at fair value, never a commitment. Rows without a fund on the venture graph are commitments to this manager.Relationships across DFX
0 co-investors · on 3 other DFX graphs
Co-investors
Across DFX and the capital chainon 3 other DFX graphs ShowHide
- Sponsor-market profile (matched by same CRD)
- The same institution is held on Independent Sponsors, Private Equity, RIA and Wealth, matched by identifier. See which records
The Lind Partners, LLC is the same institution as 3 records in Independent Sponsors, Private Equity and RIA and Wealth.
DFX found 3 relationships across 3 datasets
Which record it is in each graph, what it is called there, and how the two were matched.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Checking your plan…
Evidence and history
5 dated events, 68 observations from 3 sources
Timeline
- seen on or beforeSep 24, 2026The Lind Partners, LLC: PE_WITH_VENTURE_ACTIVITY -> CANDIDATE_VC (no sworn venture fact yet (name or round mention only))Classification changedClassificationInference
- Jun 1, 2023Robert Alan Beinish joined Schedule A of The Lind Partners, LLC as Cco
- Mar 29, 2022Lind Global Fund II LP first reported on Form ADV by The Lind Partners, LLC (Private Equity Fund), GAV $53,184,393
- Mar 26, 2019
- Mar 5, 2018The Lind Partners, LLC first filed Form ADV (ERA)
Identity and regulatory footprint
Address, phone, Form ADV filing and ownersForm ADV filed May 11, 2026 · 4 private fundsShowHide
- Headquarters
- New York, NYadviserinfo.sec.gov
- Office address
- unknownadviserinfo.sec.gov
- Business phone
- unknownadviserinfo.sec.gov
- Website
- THELINDPARTNERS.COM
- SEC adviser type
- Registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- May 11, 2026
- Private funds reported
- 4 (0 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets, adviser total
- $151Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $190Mthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 9
Classification history
Classification history
Every classification this record has carried3 on recordShowHide
- Sep 24, 2026Candidate (candidate, 50%)No sworn venture fact yet (name or round mention only)
- Sep 23, 2026Private equity with venture activity (probable, 75%)Registered adviser; venture funds are 0% of 4 private funds
- Sep 12, 2026Private equity with venture activity (probable, 75%)Registered adviser; venture funds are 0% of 2 private funds
Evidence
Every observation behind this profile, with its source, date and class
| Fact | Value | Effective | Class | Source |
|---|---|---|---|---|
| SEC adviser type | Registered investment adviser | May 11, 2026 | Fact | Form ADV |
| SEC adviser type | Registered investment adviser | Mar 29, 2024 | Fact | Form ADV |
| First Form ADV filing | 2018-03-05 | May 11, 2026 | Fact | Form ADV |
| First Form ADV filing | 2018-03-05 | Mar 29, 2024 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-30 | Oct 1, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-29 | Sep 30, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-25 | Sep 26, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-23 | Sep 24, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-21 | Sep 23, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-22 | Sep 23, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1 | Sep 12, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2026-05-11 | May 11, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2024-03-29 | Mar 29, 2024 | Fact | Form ADV |
| Venture share of reported funds | 0 | May 11, 2026 | Fact | Form ADV |
| Venture share of reported funds | 0 | Mar 29, 2024 | Fact | Form ADV |
| Business phone | Mar 29, 2024 | Fact | Form ADV | |
| Employees | 9 | Mar 29, 2024 | Fact | Form ADV |
| Headquarters | New York, NY | Mar 29, 2024 | Fact | Form ADV |
| Office address | Mar 29, 2024 | Fact | Form ADV | |
| Private funds reported | 4 | May 11, 2026 | Fact | Form ADV |
| Private funds reported | 2 | Mar 29, 2024 | Fact | Form ADV |
| Private fund gross assets (reported) | $151M | May 11, 2026 | Fact | Form ADV |
| Private fund gross assets (reported) | $185M | Mar 29, 2024 | Fact | Form ADV |
| Regulatory AUM (adviser, not fund size) | $190M | Mar 29, 2024 | Fact | Form ADV |
| Stated geography | new york “geography words on the home page” | Sep 30, 2026 | Fact | |
| Stated geography | new york “geography words on the home page” | Sep 29, 2026 | Fact | |
| Stated geography | new york “geography words on the home page” | Sep 28, 2026 | Fact | |
| Stated geography | new york “geography words on the home page” | Sep 27, 2026 | Fact | |
| Stated geography | new york “geography words on the home page” | Sep 26, 2026 | Fact | |
| Stated geography | new york “geography words on the home page” | Sep 25, 2026 | Fact | |
| Stated geography | new york “geography words on the home page” | Sep 24, 2026 | Fact | |
| Stated geography | new york “geography words on the home page” | Sep 23, 2026 | Fact | |
| Stated geography | new york “geography words on the home page” | Sep 22, 2026 | Fact | |
| Stated geography | new york “geography words on the home page” | Sep 21, 2026 | Fact | |
| Stated geography | new york “geography words on the home page” | Sep 20, 2026 | Fact | |
| Stated geography | new york “geography words on the home page” | Sep 16, 2026 | Fact | |
| Stated geography | new york “geography words on the home page” | Sep 15, 2026 | Fact | |
| Venture funds reported | 0 | May 11, 2026 | Fact | Form ADV |
| Venture funds reported | 0 | Mar 29, 2024 | Fact | Form ADV |
| Website | Mar 29, 2024 | Fact | Form ADV | |
| Site title | Sep 30, 2026 | Fact | ||
| Site title | Sep 29, 2026 | Fact | ||
| Site title | Sep 28, 2026 | Fact | ||
| Site title | Sep 27, 2026 | Fact | ||
| Site title | Sep 26, 2026 | Fact | ||
| Site title | Sep 25, 2026 | Fact | ||
| Site title | Sep 24, 2026 | Fact | ||
| Site title | Sep 23, 2026 | Fact | ||
| Site title | Sep 22, 2026 | Fact | ||
| Site title | Sep 21, 2026 | Fact | ||
| Site title | Sep 20, 2026 | Fact | ||
| Site title | Sep 16, 2026 | Fact | ||
| Site title | Sep 15, 2026 | Fact |
How this is scored
Scores, classification basis and filing advisersCandidate, candidateShowHide
No sworn venture fact yet (name or round mention only)
- importance
- gav: 0 · funds: 0 · people: 0.08 · investments: 0 · scale basis: Venture-typed funds only (Candidate): 0 funds, $0M of $58M reported · co investors: 0
- active deployment
- investments 12m: 0 · fund raising 18m: 0 · people joined 12m: 0 · vintage within 3y: 0 · latest investment at: not scored
- emerging manager
- fund count: 1 · reported gav: $58.1M · first adv filing: 2018-03-05 · years since first filing: 8.6
Fits, record history and connections
scored matches for this investor, every identity change, every edge
Record history
- Organization classification changed2026-09-24
- Fund refused2026-09-14
- Fund refused2026-09-14
+2 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
Not yet on record: new companies, 12 mo.