Evanston, IL Office

Lind Capital Partners primarily serves high‑net‑worth individuals, business entities, and other registered investment advisers through discretionary separately managed accounts, and it also offers sub‑advisory and customized consulting/research services. The firm acts as investment manager to a registered interval fund (LCPMX) that follows the same municipal credit strategy the firm has managed in prior limited partnerships.

Lind’s investment approach emphasizes current income by focusing on high‑yield, tax‑exempt municipal securities, with a particular emphasis on unrated special or limited obligation bonds and, when appropriate, privately placed (Regulation D / Rule 144A) issues for accredited clients. Portfolios are managed largely on a discretionary basis using fundamental and technical analysis, with periodic fair‑value determinations, internal crossing of client trades, and routine performance comparisons to relevant benchmarks.

What distinguishes Lind from many peers is its combination of SMA advisory work with ongoing management of a registered investment company that grew out of earlier private partnerships, which is atypical for firms of its size and structure. The firm also documents referral arrangements with outside promoters (disclosing payments of approximately 20% of net fees on referrals) and provides sub‑advisory services to other advisers, while maintaining a client base concentrated in high‑net‑worth relationships and generally requiring multi‑million dollar account minimums.