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FISHER LYNCH CAPITAL, LLC
CRD 160694 · SEC 801-74059
250 CALIFORNIA DRIVE, 3RD FLOOR, BURLINGAME, CA, 94010, United States
Phone
617-406-3124
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$9.52B
Discretionary AUM
$9.52B
Team
24 total employees; 11 advisory reps; 12 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 12 | $9.52B |
States served
CA, MA
All web addresses on file
Official SEC filing: View on IAPD