LYNX ASSET MANAGEMENT AB
Adviser information for LYNX ASSET MANAGEMENT AB last updated from Form ADV on March 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Other (specify) |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Sweden |
Employees
| Total Number of Employees | 99 |
|---|---|
| Investment Advisory/Research | 49 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 19 | $1.8B |
| Non-Discretionary | 0 | $0 |
| Total | 19 | $1.8B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 17 | $1.8B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | <5 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | <5 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 10 |
| No. of Non-U.S. Clients | 100 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMPerformance-based fees |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Principal Office
REGERINGSGATAN 30-32STOCKHOLM
Sweden
Monday - Friday, 8AM - 6PM CET
Tel: 0046 8 663 3360, Fax: 0046 8 663 3328
Chief Compliance Officer
KIM DIXNER
HEAD OF LEGAL & COMPLIANCE
REGERINGSGATAN 30-32
STOCKHOLM
Sweden
Tel:
0046702626714
Fax:
004684071350
K*********@***********E
(Full email address available in API data)
Regulatory Contact
YLVA ALMQVIST
COMPLIANCE OFFICER
REGERINGSGATAN 30-32
STOCKHOLM
Sweden
Tel:
0046761050704
Y************@***********E
(Full email address available in API data)
Industry Affiliates
| BFS | Other investment adviser, including financial planners |
| LYNX ASSET MANAGEMENT (AMERICAS) INC. | Commodity pool operator or commodity trading advisor |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Bergstr�m, Svante, Per | Individual | – | CEO, FOUNDING PARTNER | 07/1999 | 10-25% |
| BENGTSSON, JONAS, GUSTAF | Individual | – | FOUNDING PARTNER | 07/1999 | 10-25% |
| BRUMMER & PARTNERS AB | Foreign Entity | – | SHAREHOLDER | 03/2002 | 25-50% |
| PPB HOLDING AB | Foreign Entity | BRUMMER & PARTNERS AB | SHAREHOLDER | 03/2002 | > 75% |
| BRUMMER, PATRIK, PERSSON | Individual | PPB HOLDING AB | SHAREHOLDER | 03/2002 | > 75% |
| Dixner, Kim | Individual | – | CHIEF COMPLIANCE OFFICER AND HEAD OF LEGAL AND COMPLIANCE | 01/2017 | < 5% |
| Kallstrom, Martin, Jon | Individual | – | DEPUTY CEO | 02/2023 | < 5% |
| LYNX INTRESSENTER AB | Foreign Entity | – | SHAREHOLDER | 11/2011 | 10-25% |
| LYNX RESEARCH PARTNERS AB | Foreign Entity | – | SHAREHOLDER | 02/2020 | 5-10% |
| BERGSTROM, SVANTE, PER | Individual | LYNX RESEARCH PARTNERS AB | SHAREHOLDER | 02/2020 | 25-50% |
| BENGTSSON, JONAS, GUSTAF | Individual | LYNX RESEARCH PARTNERS AB | SHAREHOLDER | 02/2020 | 25-50% |
| BERGSTROM, SVANTE, PER | Individual | LYNX INTRESSENTER AB | SHAREHOLDER | 11/2011 | 25-50% |
| BENGTSSON, JONAS, GUSTAF | Individual | LYNX INTRESSENTER AB | SHAREHOLDER | 11/2011 | 25-50% |
| Tell, Daniela | Individual | – | DIRECTOR | 02/2023 | < 5% |
| Ahlgren, Johanna, Malin Josefin | Individual | – | DIRECTOR | 06/2022 | < 5% |
| Steenstrup, Johan, Christian | Individual | – | CHIEF OPERATING OFFICER | 02/2023 | < 5% |
| Wiman, Karl-Johan | Individual | – | CHIEF FINANCIAL OFFICER | 02/2023 | < 5% |
| SCHAAF, JOAKIM | Individual | – | DIRECTOR | 12/2023 | < 5% |
| LYNX EQUITY PARTNERS AB | Foreign Entity | – | SHAREHOLDER | 06/2023 | < 5% |