LYNCH ASSET MANAGEMENT, INC.
Adviser information for LYNCH ASSET MANAGEMENT, INC. last updated from Form ADV on January 29th, 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Pennsylvania, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| 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 | $184.0M |
| Non-Discretionary | 0 | $0 |
| Total | 19 | $184.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 6 | $168.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $15.5M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Principal Office
16 CREEKVIEW LANEYARDLEY
PA
United States
BY APPOINTMENT ONLY, BY APPOINTMENT ONLY
Tel: 215-801-1550, Fax: None
Websites
Chief Compliance Officer
CAROLE MURPHY
16 CREEKVIEW LANE
YARDLEY
PA
United States
Tel:
267-246-6202
C************@***********************M
(Full email address available in API data)
Regulatory Contact
MARK LYNCH
PRESIDENT
16 CREEKVIEW LANE
YARDLEY
PA
United States
Tel:
215-801-5230
M*********@***********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LYNCH, MARK, RICHARD | Individual | – | PRESIDENT | 01/2001 | > 75% |
| Murphy, Carole, Wisneski | Individual | – | CHIEF COMPLIANCE OFFICER | 09/2017 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 22nd, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ABBVIE INC | COM | 8M | 46K | – |
| ADVANCED MICRO DEVICES INC | COM | 5M | 33K | – |
| ALPHABET INC | CAP STK CL A | 13M | 71K | – |
| AMAZON COM INC | COM | 8M | 42K | – |
| APPLE INC | COM | 8M | 39K | – |
| AVALONBAY CMNTYS INC | COM | 2M | 11K | – |
| CHEVRON CORP NEW | COM | 4M | 27K | – |
| CHIPOTLE MEXICAN GRILL INC | COM | 3M | 50K | – |
| CITIGROUP INC | COM NEW | 324K | 5K | – |
| COMCAST CORP NEW | CL A | 1M | 38K | – |
| COSTCO WHSL CORP NEW | COM | 2M | 3K | – |
| CROWDSTRIKE HLDGS INC | CL A | 6M | 15K | – |
| CUMMINS INC | COM | 5M | 18K | – |
| DISNEY WALT CO | COM | 4M | 37K | – |
| EMERSON ELEC CO | COM | 3M | 30K | – |
| ETSY INC | COM | 537K | 9K | – |
| FEDEX CORP | COM | 5M | 17K | – |
| GOLDMAN SACHS GROUP INC | COM | 5M | 11K | – |
| HOME DEPOT INC | COM | 2M | 5K | – |
| INTERNATIONAL BUSINESS MACHS | COM | 2M | 14K | – |
| JOHNSON & JOHNSON | COM | 1M | 9K | – |
| MASTERCARD INCORPORATED | CL A | 3M | 7K | – |
| MERCK & CO INC | COM | 699K | 6K | – |
| META PLATFORMS INC | CL A | 9M | 18K | – |
| MICROSOFT CORP | COM | 8M | 18K | – |
| NIKE INC | CL B | 3M | 33K | – |
| NOVO-NORDISK A S | ADR | 15M | 105K | – |
| NVIDIA CORPORATION | COM | 66M | 536K | – |
| PALO ALTO NETWORKS INC | COM | 4M | 12K | – |
| PAYPAL HLDGS INC | COM | 876K | 15K | – |
| PFIZER INC | COM | 1M | 45K | – |
| QUALCOMM INC | COM | 4M | 21K | – |
| SERVICENOW INC | COM | 6M | 8K | – |
| SPOTIFY TECHNOLOGY S A | SHS | 1M | 4K | – |
| STARBUCKS CORP | COM | 1M | 18K | – |
| TESLA INC | COM | 2M | 10K | – |
| THE CIGNA GROUP | COM | 3M | 10K | – |
| ULTA BEAUTY INC | COM | 2M | 5K | – |
| UNITEDHEALTH GROUP INC | COM | 6M | 11K | – |
| VANGUARD INDEX FDS | SMALL CP ETF | 3M | 15K | – |
| VANGUARD STAR FDS | VG TL INTL STK F | 1M | 20K | – |
| VISA INC | COM CL A | 3M | 13K | – |