The Lind Partners, LLC

Fee-Only (% of Portfolio)

The Lind Partners manages investments for private funds, offering discretionary advisory services. Lind's investment strategies are speculative and entail substantial risks. The firm focuses on structured equity investments in publicly traded companies with smaller market capitalizations, as well as private investments in public equity securities. Lind does not tailor advisory services to the needs of specific investors.

Assets Under Management$170M
Clients6
AdvisorsN/A
Avg. per Client$28M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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