LIND CAPITAL PARTNERS, LLC
DBA: LIND CAPITAL PARTNERS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $235.0M |
| Discretionary | $235.0M100% of AUM |
| Client Accounts | 79 |
| Avg Account Size | $3.0M |
| Employees | 5 |
| Peak AUM | $235.0MMar 2026 |
| AUM CAGR | +5.0% /yrover 13 yrs · 24 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $235M | +40.7% | +35.0% | +3.2% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $235.0M |
| Discretionary | $235.0M |
| Employees | 5 |
| Client Accounts | 79 |
Contact & Location
Address
500 DAVIS CENTER, SUITE 1004
EVANSTON IL 60201
Phone
312-878-3830
Filing History
24 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Pooled)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$235M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Individuals
Pooled Vehicles
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported