FISHER LYNCH CAPITAL, LLC

RIASEC RegisteredEst. 2012
Total AUM
$9.5B
Discretionary
$9.5B
100% of AUM
Avg account
$793M
Accounts
12
Employees
24
Advisory reps
7

Firm details

Headquarters
BURLINGAME, California
CRD number
160694
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Fisher Lynch Capital, LLC operates as a fund manager focused on private market strategies for institutional clients. The firm is organized as a limited liability company and has been SEC-registered since 2012. Its business centers on sponsoring and managing pooled investment vehicles: it serves as general partner, managing member and sponsor for private funds rather than acting as a traditional wealth manager or capital allocator. Fee arrangements combine a percentage of assets under management with performance-based fees, reflecting a typical carry and management-fee structure for private funds. Investment activity is concentrated in private equity and venture capital, with substantial commitments to private placements. The firm does not identify as an ESG-focused investor. Its client base is institutional and fund-level, and the firm’s advisory role is explicitly portfolio management for pooled investment vehicles rather than direct retail advisory services.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

2 of 2
  • CHRISTOPHER MONTCLARE

    Chief Financial OfficerCRD 5055327

  • DANA O'BRIEN

    General Counsel and Chief Compliance OfficerCRD 5616775

Contacts

3 of 5
  • MARSHALL BARTLETT

    Managing DirectorCRD 5996630

  • LEON KUAN

    Managing DirectorCRD 6022078

  • CHRISTOPHER ALFERT

    Managing DirectorCRD 5433017

Unlock 2 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

BURLINGAME, CA

SAN MATEO

Location

BURLINGAME, CA

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

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
250 California Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth