LYNX CAPITAL GROUP LTD
Adviser information for LYNX CAPITAL GROUP LTD last updated from Form ADV on March 20th, 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 | Delaware, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| 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 | 174 | $163.8M |
| Non-Discretionary | 0 | $0 |
| Total | 174 | $163.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 39 | $11.7M |
| HNW Individuals | 28 | $137.5M |
| 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 | 9 | $14.5M |
| Charitable organizations | 0 | $0 |
| 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 businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMFixed feesBASED ON CLIENT REQUIREMENTS |
Identifiers
| SEC RIA File Number | 801-128053 |
|---|---|
| SEC ERA File Number | 801-128053 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 120459 |
| Legal Entity Identifier | None |
Principal Office
25135 PENSHURST DRIVEBEACHWOOD
OH
United States
Monday - Friday, 9.00A.M.-5.00P.M.
Tel: 216-591-1309, Fax: 216-464-4742
Chief Compliance Officer
BRIAN CHAIT
PRESIDENT
25135 PENSHURST DR
BEACHWOOD
OH
United States
Tel:
216-591-1309
Fax:
216-464-4742
B****@**********M
(Full email address available in API data)
Regulatory Contact
CATHY VASILEV
CONSULTANT
1320 ARROW POINT STE.411
CEDAR PARK
TX
United States
Tel:
(512) 796-3299
C*******@*******************M
(Full email address available in API data)
Industry Affiliates
| BOCA, INC. | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| RAMPART FUNDS L.P. | Hedge Fund | $14.4M | $0.3M | 1 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CHAIT, BRIAN, MARTIN | Individual | – | PRESIDENT, CEO, CFO, CCO | 01/1996 | > 75% |