Lynx Capital Group Ltd
Firm details
- Headquarters
- ,
- CRD number
- 120459
- Registered since
- May 26, 2023
- Website
- lynxcap.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI89.63%
- Pension & Profit Sharing Plans6.9%
- Individuals3.47%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Lynx Capital Group Ltd is an independent registered investment adviser that began SEC registration in 2023. The firm serves both individual/family and institutional clients and provides portfolio management for individuals, small businesses, and institutional entities. Ownership is held by an individual, and its fee schedules include percentage of AUM, fixed fees, and other fee arrangements. The firm reports affiliations as an investment adviser and sponsor/GP or managing member of pooled investment vehicles.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities48%
- Public Funds/Mutual Funds34%
- Cash & Cash Equivalents15%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Contacts
1 of 1Brian Chait
PresidentCRD 2777236
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$180M in ETFs
88%
$159M
11%
$21.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | Invesco | Passive | Large Blend | $13.3M | 62,491 | 7.38% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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