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 SEC‑registered advisory firm that provides portfolio management to individuals, families and institutional clients. The firm emphasizes liquid, exchange‑traded exposures for core allocations while maintaining active positions in alternative strategies—primarily hedge funds and real estate—either through third‑party managers or pooled vehicles it sponsors. Lynx operates as an investment adviser and as a sponsor/GP/managing member of pooled investment vehicles, signaling a hybrid model that combines discretionary portfolio management with direct involvement in private fund management. Fee arrangements are multi‑modal (percentage of AUM, fixed fees and other structures), and advisory activities explicitly include portfolio management for individuals/small businesses and for businesses or institutions. The adviser does not position itself as an active ESG investor and reports being SEC‑registered in 2023.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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