Lynk Capital Management Company, LLC

RIASEC RegisteredEst. 2024
Total AUM
$360M
Discretionary
$360M
100% of AUM
Avg account
$71.9M
Accounts
5
Employees
6
Advisory reps
4

Firm details

Headquarters
Jacksonville, Florida
CRD number
329038
Registered since
January 22, 2024
Custodians
U.S. BANK, N.A., MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles74.07%
  • Insurance Companies25.93%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Lynk Capital Management Company, LLC is an SEC-registered investment adviser (registered in 2024) structured as an LLC and classified in the snapshot data as a private equity fund manager. Its client base skews institutional and its advisory services include portfolio management for individuals/small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. The firm also lists CPO/CTA activities and has business affiliations that include acting as a sponsor, general partner or managing member of pooled investment vehicles. Fees are charged on a percentage-of-AUM basis alongside other fee arrangements. The firm does not identify as an active ESG investor and is not described as a multistate or newly formed adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 70%, State & Local Bonds 30%70%
  • Public Funds/Mutual Funds70%
  • State & Local Bonds30%

Owners & executives

1 of 1
  • Matthew Brothers

    Chief Compliance Officer And Chief Financial OfficerCRD 7831703

Contacts

3 of 3
  • Benjamin Lyons

    ManagerCRD 2880096

  • Alexander Fink

    Founding Partner & Managing DirectorCRD 8006373

  • Christopher Plummer

    Christopher Plummer

    Senior Compliance OfficerCRD 4460469

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Jacksonville, FL

Duval

Location

Jacksonville, FL

Headquartered in Jacksonville, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.

Metro area
Jacksonville-St. Marys-Palatka, FL-GA
Region
South
County
Duval
Address
748 King St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth