The Lind Partners, LLC

Fee-Only (% of Portfolio)

The Lind Partners is an investment advisor located in New York, NY, founded in December 2010. The firm manages private investment funds structured as limited partnerships, serving qualified investors. The Lind Partners focuses on structured equity investments, private investments in public equities, and venture capital financing, primarily targeting small-cap and micro-cap publicly traded companies in sectors such as biotechnology, natural resources, energy, and technology. The Lind Partners employs speculative investment strategies aimed at capital preservation while generating strong risk-adjusted returns. Because the firm manages pooled private funds exclusively for institutional and high net worth investors rather than individual retail accounts, certain personal financial planning and retail advisory fee fields are not applicable.

Assets Under Management$150M
Clients6
AdvisorsN/A
Avg. per Client$26M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

The Lind Partners charges investors an annual management fee that ranges from 0.75% to 1.75% of aggregate capital commitments, payable quarterly in advance. In addition to the management fee, the firm generally receives a performance-based carried interest allocation of 25% of profits, paid after investors receive 100% of their aggregate capital contributions. Actual fee amounts and terms are detailed in each fund's offering documents.

Loading...
Location

0 Advisors at this firm

No advisors found for this firm.