$235.0M Total AUM
$235.0M Disc. AUM
-- 3Y CAGR
5 Employees
79 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Peak ember
- Established Date
- 04-04-2013
- Office Locations
- 2
Office Locations
500 Davis Center, Suite 1004 Evanston IL
ONE Northfield Plaza, Suite 222 Northfield IL
About Lind Capital Partners
Lind Capital Partners is a boutique fixed-income manager focused on non-rated municipal bonds, targeting off-the-run, tax-exempt credit opportunities through deep, disciplined research. Founded in 2010 and based in Evanston, IL, the firm provides institutional access to this niche muni segment and publishes regular market commentary on municipal and broader fixed-income conditions.
Team overview
62 AVG AGE
$47.0M AVG AUM / ADVISOR
$3.0M AVG AUM / CLIENT
4.1 yrs AVG TENURE
5 Employees
5 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Accredited Investors
Focus
Asset Classes
Prime harbor Capital harbor
Client Personas
Timber capital
CRM
Catalyst
Custodian
Atlas Quantum unison Delta Vertex
Services
Crest fusion Beacon focus Timber capital Horizon vertex
Technology
Pathway
Owner & Executives
J
JON ROBERT LIND JR
Chief Compliance Officer, Vice President
- CRD
- #1245753
- Ownership
- 50% but less than 75%
(650) 306-6106
signal.radial@deltacapital.com
in linkedin.com/in/signal-wave
D
DAVID MANSFIELD MURDOCH JR
Partner
- CRD
- #1532875
- Ownership
- 25% but less than 50%
(869) 792-5145
glacier.timber@fusioncapital.com
in linkedin.com/in/eagle-crest
C
Capital matrix
Prime crest
- CRD
- #31032
- Ownership
- 20.9%
(729) 723-3545
catalyst.optima@ridgecapital.com
in linkedin.com/in/frontier-foundation
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $235,044,271 | $2,975,244 |
| Non-Discretionary | $0 | -- |
| Total | $235,044,271 | $2,975,244 |
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Separately Managed Accounts
Total SMA Asset: $166,564,948
Municipal Bonds:
22.1% Cash:
77.9% | Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | $442,456,360 | 22.1% |
| Cash | $1,559,608,618 | 77.9% |
| Total | $2,002,064,978 | 100.0% |