Lynx Capital Group Ltd

RIASEC RegisteredEst. 2023
Total AUM
$287M
Discretionary
$287M
100% of AUM
Avg account
$1.6M
Accounts
181
Employees
3
Advisory reps
1

Firm details

Headquarters
,
CRD number
120459
Registered since
May 26, 2023
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

FINTRX

Overview

Lynx Capital Group Ltd is an SEC‑registered advisory firm that provides portfolio management to individuals, families and institutional clients. The firm emphasizes liquid, exchange‑traded exposures for core allocations while maintaining active positions in alternative strategies—primarily hedge funds and real estate—either through third‑party managers or pooled vehicles it sponsors. Lynx operates as an investment adviser and as a sponsor/GP/managing member of pooled investment vehicles, signaling a hybrid model that combines discretionary portfolio management with direct involvement in private fund management. Fee arrangements are multi‑modal (percentage of AUM, fixed fees and other structures), and advisory activities explicitly include portfolio management for individuals/small businesses and for businesses or institutions. The adviser does not position itself as an active ESG investor and reports being SEC‑registered in 2023.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 48%, Public Funds/Mutual Funds 34%, Cash & Cash Equivalents 15%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Private Funds 1%48%
  • Exchange Traded Equities48%
  • Public Funds/Mutual Funds34%
  • Cash & Cash Equivalents15%
  • State & Local Bonds1%
  • Investment Grade Corp Bonds1%

Contacts

1 of 1
  • Brian Chait

    PresidentCRD 2777236

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth