Asset ManagerRIA · CRD 327390SEC-Registered

Updated:

Lindenwood Financial

Lindenwood Financial LLC is an SEC-registered investment adviser in Madison, WI. The firm manages approximately $7 million in regulatory assets.

Lindenwood Financial

Lindenwood Financial LLC is an SEC-registered investment adviser in Madison, WI. The firm manages approximately $7 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Asset Manager

Location

Region

North America

Country

United States

Frequently asked questions

What type of credit does Lindenwood Financial underwrite?

Lindenwood focuses on asset-backed loans, bridge financing, and special-situations credit. The firm structures its investments to include senior secured positions, mezzanine debt, or preferred equity, with collateral typically comprising real estate, equipment, or contracted recurring-revenue streams. This limits downside exposure relative to cash-flow-based lending.

Does Lindenwood Financial participate in broadly syndicated bank deals?

No. The firm originates transactions directly, avoiding broadly syndicated loan markets. This direct-origination model allows Lindenwood to set its own covenants and structure bespoke downside protections that are often unavailable in syndicated formats.

What is Lindenwood Financial's known posture on co-investments?

Lindenwood raises capital on a deal-by-deal basis rather than operating a blind-pool fund. This structure aligns investor interests with specific transactions and gives limited partners visibility into each asset before committing capital. It is not known to maintain standing co-investment vehicles alongside external institutional GPs.

Which sectors does Lindenwood Financial explicitly avoid?

The firm does not target venture capital, growth equity, or early-stage operating companies. Its focus remains on structured credit and asset-backed transactions with hard collateral, steering clear of pre-revenue or high-burn business models that require equity upside for returns.

How does Lindenwood Financial's structure differ from a closed-end credit fund?

Lindenwood uses a deal-by-deal capital model rather than a fixed-duration fund. This avoids the pressure to deploy capital within a set investment period and eliminates the duration-mismatch risk that closed-end funds face when investor redemption timelines do not align with underlying loan maturities.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Asset Manager profiles