Lynx Capital Group Ltd
Firm details
- Headquarters
- ,
- CRD number
- 120459
- Registered since
- May 26, 2023
- Website
- lynxcap.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI89.63%
- Pension & Profit Sharing Plans6.9%
- Individuals3.47%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Lynx Capital Group Ltd is an owner-controlled corporation that provides discretionary portfolio management for both individual clients and institutional/business accounts. The firm is SEC-registered (2023) and positions itself around fee arrangements that include a percentage of assets under management, fixed fees and other fee structures. Its advisory remit explicitly covers portfolio management for individuals and small businesses as well as for businesses or institutional clients. Firm activities include acting as an investment adviser and serving as sponsor or managing member of pooled investment vehicles. The firm is not identified as an active ESG investor. Its stated client base spans individual and family clients together with institutional relationships, and it retains a centralized custody arrangement for client assets.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities48%
- Public Funds/Mutual Funds34%
- Cash & Cash Equivalents15%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Contacts
1 of 1Brian Chait
PresidentCRD 2777236
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$180M in ETFs
88%
$159M
11%
$21.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | Invesco | Passive | Large Blend | $13.3M | 62,491 | 7.38% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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