LIND CAPITAL PARTNERS, LLC

A68
CRD 165810·SEC 801-77824·EVANSTON, IL
AUM
$235.0M
$100M-$500M
Est. Revenue
$2.4M
@ 1% on AUM
Est. EBITDA
$705K
@ 30% margin
Est. Deal Value
$5.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LIND CAPITAL PARTNERS, LLC
CRD
165810
SEC file #
801-77824
EIN
384035456
DBA names
Lind Capital Partners

Economics

AUM
$235.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$175.8M → $235.0M▲ +34%
Client mix
Individuals High Net Worth78
Investment Companies1

Operations

Employees (total)
5
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
6 advisors → 5 advisors▼ -17%
Primary office
EVANSTON IL
Branches

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/25/2026
ADV-W filed at

Compliance

Disclosures (firm)
0
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LIND, JON, ROBERT
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
LIND, JON, ROBERT
MURDOCH, DAVID, MANSFIELD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
LINDCAPITALPARTNERS.COM
Rdap Domain Creation Date
2008-05-20T19:12:04Z
Rdap Firm Age Years
18
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001711335
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2017-07-10
Edgar Last Filing Date
2020-12-01
Edgar Form D Count
2
Edgar Form D Offerings
2020-12-012020-12-01 · 0001711335-20-000001
2017-07-102017-07-10 · 0001711335-17-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fidelity2
Edgar Addresses
Mailing
ONE NORTHFIELD PLAZASUITE 222NORTHFIELD, IL 60093
Business
ONE NORTHFIELD PLAZASUITE 222NORTHFIELD, IL 60093
Edgar EIN
384035456
Edgar Recent Filings
D2020-12-01 · 0001711335-20-000001
D2017-07-10 · 0001711335-17-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-20T19:12:04Z
Rdap Domain Last Changed
2026-05-21T11:15:19Z
Rdap Nameservers
Ns47.domaincontrol.comNs48.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1245753
Trust Company Affiliate
No