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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-04-2013
- Office Locations
- 2
Office Locations
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.
Reported data analysis
What the numbers show
Between March 26, 2025 and March 25, 2026, reported AUM increased 40.7%, from $167.1M to $235.0M.
Across 5 reported observations, AUM increased 130.7% between March 31, 2022 and March 25, 2026, from $101.9M to $235.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 79 clients, or 15.8 clients per representative. That equates to $3.0M in reported AUM per client.
The profile lists 2 reported office locations and 13 years in operation. The source data was last updated on March 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- CRM
- Custodian
- Services
- Technology
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The full Lind Capital Partners record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JON ROBERT LIND JR
Chief Compliance Officer, Vice President
- CRD
- #1245753
- Ownership
- 50% but less than 75%
DAVID MANSFIELD MURDOCH JR
Partner
- CRD
- #1532875
- Ownership
- 25% but less than 50%
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| 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
SMA allocation detail is available
Lind Capital Partners has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.