The Lind Partners, Llc
- Regulatory AUM
- $153M
- Discretionary
- $153M
- Clients
- 6
- Avg AUM / client
- $25.5M
- Accounts
- 6
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 6 | $153M | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $185M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Lind Global Fund Ii Lp | Private Equity Fund | Delaware | $156M | 81 |
| Lind Global Macro Fund, Lp | Private Equity Fund | Delaware | $29.4M | 56 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Easton, Jeffrey, Lind | Managing Director | Oct 2011 (15y) | 75% or more | |
| Valliere, Phillip, Vincent | Managing Director | Oct 2011 (15y) | Less than 5% | |
| Kim, Hye, Lin | Cfo | Jan 2017 (10y) | Less than 5% | |
| Chun, Sydney, Samantha | Coo | Jul 2017 (9y) | Less than 5% | |
| Beinish, Robert, Alan | Cco | Jun 2023 (3y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $185M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Lind Global Fund Ii Lp | Private Equity Fund | $156M | $1.0M | 81 |
| Lind Global Macro Fund, Lp | Private Equity Fund | $29.4M | $1.0M | 56 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/11/2026 | 2.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • COMMITMENT FEES
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 11, 2026.
View current Form ADV (SEC/IAPD) ↗