Lynk Capital Management Company, LLC

RIASEC Registered
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 a limited liability company that operates as a private equity–oriented adviser serving institutional clients. The firm is registered with the SEC (registered in 2024). Its business footprint includes commodity pool operator/commodity trading advisor activity and advisory services that span portfolio management for individuals and small businesses, management of pooled investment vehicles, and selection of other advisers. Fee arrangements include a percentage-of-assets component and additional fee types. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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

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Contacts

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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