Lynx Asset Management Ab (Stockholm)


Lynx Asset Management Ab is a large advisory firm based in Stockholm. It manages $3.38 billion of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2005.

Lynx Asset Management Ab provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lynx Asset Management Ab: assets under management

The assets under management (AUM) of Lynx Asset Management Ab is $3.38 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 465% since the beginning of its operation, and $2.78 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $3.38 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $260.08 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lynx Asset Management Ab 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.

What kind of clients Ola Claes Paulsson serves?

The firm provides services to pooled investment vehicles, state or municipal government entities, and sovereign wealth funds and foreign official institutions. The largest group of clients of Ola Claes Paulsson is pooled investment vehicles with 11 clients and $3.38 billion of assets under management. Among the 13 most similar advisory firms, Lynx Asset Management Ab has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $3.38 billion for 13 clients. 100% of the firm’s clients are foreign persons or businesses.

Lynx Asset Management Ab doesn't advise any private funds.

Careers at Lynx Asset Management Ab

The company employs 73 people that are either part- or full-time employees. 38 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.

Ola Claes Paulsson has been acting as President since 1 Aug 2009. Kim Dixner joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Svante Per Bergström Ceo, founding partner 1 Jul 1999 Other 6705454
Jonas Gustaf Bengtsson Founding partner 1 Jul 1999 Other 5072214
Martin Sandquist Founding partner 1 Jul 1999 Other 6705474
Brummer & Partners Ab Shareholder 1 Mar 2002 25% - 50% foreign
Brummer & Partners Kapitalforvaltning Ab Shareholder 1 Sep 2002 25% - 50% reg. nr: 556475-8737
Svante Per Bergstrom Managing director 1 Sep 2002 Other 5072212
Jonas Gustaf Bengtsson Portfolio manager 1 Sep 2002 Other 5072214
Martin Sandquist Portfolio manager 1 Sep 2002 Other 5072216
Marcus Karl Sven Andersson Chief operating officer 1 Jun 2006 Other 6705498
Joakim Schaaf Chief compliance officer 1 Jun 2009 Other 6707900
Ola Claes Paulsson Director 1 Aug 2009 Other 6708252
Svante Per Elfving Director 1 Aug 2009 Other 6708253
Elfving Per Svante Director 1 Aug 2009 Other 6708253
Filip Andreas Borgeström Head of business delevopment 1 Apr 2011 Other 6705479
Kim Dixner Chief compliance officer 1 Jan 2017 Other 6776692

Indirect Owners

The SEC currently registers 5 indirect owners.

Name Entity Date acquired Ownership Employer ID
Brummer & Partners Ab Shareholder 1 Mar 1996 75% - 100% 556627-2182
Ppb Forvaltnings Ab Shareholder 1 Mar 1996 25% - 50% 556605-2337
Patrik Persson Brummer Owner 1 Mar 1996 75% - 100% 2208983
Ppb Holding Ab Shareholder 1 Mar 2002 75% - 100% foreign
Patrik Persson Brummer Shareholder 1 Mar 2002 75% - 100% 2208983

Based in Stockholm

The principal office where Lynx Asset Management Ab performs its advisory services is located at Regeringsgatan 30 32, Stockholm, 103 86, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 0046 8 663 3360 or by fax 0046 8 663 3328. The normal business hours are 7am - 6pm cet on Monday - Friday. You can find more information about the New York firm at lynxhedge.se and its LinkedIn profile.