Lynx Capital, LLC

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Moraga, California
CRD number
137178
Registered since
February 27, 2006

Firm profile

FINTRX

Overview

Lynx Capital, LLC is organized as a limited liability company and has been registered with the SEC since 2006. The firm is owner-operated (individual owner) and is categorized in the source data as "unclassified," with no designation as a capital allocator or as a related adviser. The firm is not identified as an active ESG investor, not listed as a multi-state adviser, and is not described as a pension consultant. The firm has not supplied details about its target client segments, fee schedule, specific advisory services, or business activities in the available data set. That absence of disclosure limits the ability to profile its client focus or service model beyond its basic corporate and regulatory attributes.

Assets & Accounts

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

Contacts

3 of 9
  • Mark Sullivan

    Mark Sullivan

    PartnerCRD 2090844

  • Christopher Rae

    Christopher Rae

    PartnerCRD 4431180

  • Theodore Deutz

    Theodore Deutz

    President and Managing DirectorCRD 2333618

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Moraga, CA

Contra Costa

Location

Moraga, CA

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

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Contra Costa
Address
55 Parson Brown Ct
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth