Fisher Lynch Capital, LLC is a large advisory firm based in San Mateo. It manages $2.08 billion of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California and Massachusetts.
Fisher Lynch Capital provides portfolio management for pooled investment vehicles. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Fisher Lynch Capital, LLC is $2.08 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Fisher Lynch Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Fisher Lynch Capital is pooled investment vehicles with 11 clients and $2.08 billion of assets under management. Among the 7 most similar advisory firms, Fisher Lynch Capital has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $2.08 billion for 11 clients. None of the firm’s clients are foreign persons or businesses.
Fisher Lynch Capital also advises several private funds. Namely, seven private equity funds and four venture capital funds. The minimum investment commitment required of non-related persons ranges from $25,000 to $1,000,000.
The company employs 17 people that are either part- or full-time employees. 47 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Fisher Lynch Capital, LLC performs its advisory services is located at 2929 Campus Drive, San Mateo, CA 94403, which is also the mailing address of the firm. An additional office of the firm is in Boston, MA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 650-287-2700 or by fax 650-287-2701. The normal business hours are 8:30-5:30 on Monday - Friday. You can find more information about the New York firm at fisherlynch.com.