FISHER LYNCH CAPITAL, LLC
Firm details
- Headquarters
- BURLINGAME, California
- CRD number
- 160694
- Registered since
- March 30, 2012
- Website
- www.fisherlynch.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2CHRISTOPHER MONTCLARE
Chief Financial OfficerCRD 5055327
DANA O'BRIEN
General Counsel and Chief Compliance OfficerCRD 5616775
Contacts
3 of 5MARSHALL BARTLETT
Managing DirectorCRD 5996630
LEON KUAN
Managing DirectorCRD 6022078
CHRISTOPHER ALFERT
Managing DirectorCRD 5433017
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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