Lynx Capital, LLC

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Moraga, California
CRD number
137178
Registered since
February 27, 2006

Firm profile

FINTRX

Overview

Lynx Capital, LLC is organized as a limited liability company and has been SEC-registered since 2006. The firm is owned by an individual and is classified in the source as "unclassified," with no designation as a capital allocator or related adviser. The record indicates Lynx Capital does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not described as a pension consultant or a newly formed adviser. The FINTRX snapshot does not include descriptions of the firm's advisory activities, fee structure, client segments, or specific investment focus.

Assets & Accounts

Location & Offices

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

Contacts

3 of 7
  • Samuel Ragan

    Samuel Ragan

    Managing DirectorCRD 7056407

  • William Morgan

    FinOpCRD 852925

  • Theodore Deutz

    Theodore Deutz

    President and Managing DirectorCRD 2333618

Unlock 4 more contacts

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

Moraga, CA

Contra Costa

Location

Moraga, CA

Headquartered in Moraga, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Contra Costa
Address
55 Parson Brown Ct
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth