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| Fisher Lynch Capital LLC
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|---|---|
| CRD # | 160694 |
| SEC # | 801-74059 |
| CIK # | |
| AUM | 9,516.7 M (2026-03-16) |
| Employees | 24 (46% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 617-406-3124 |
| Address | 250 California Drive Burlingame, CA 94010 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Big Horn Investment Fund LP | 2025-03-17 | 203.8 M | |
| PE | FLC-NW Direct Fund LP | 2024-03-15 | 163.1 M | |
| PE | FLC-QC Direct Fund LP | [2024-03-15] | 43.4 M | |
| Filed 2022-11-01 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Not Applicable | ||||
| PE | FLC-Co Investment Fund V LP | [2023-03-22] | 246.1 M | 312.0 M |
| Filed 2025-04-16 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Not Applicable | ||||
| PE | FLC-NW-Co-Investment Fund GP V LP | 2023-03-22 | 63.0 M | |
| PE | Evergreen Park Investment Fund LP | 2022-03-08 | 6,466.3 M | |
| PE | Fisher Lynch Co-Investment Partnership IV LP | [2020-02-28] | 753.8 M | 871.3 M |
| Offered $753,750,000 · Filed 2019-04-08 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Fisher Lynch Co-Investment Partnership III LP | [2017-02-15] | 707.0 M | 774.0 M |
| Offered $707,000,000 · Filed 2016-11-07 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Fisher Lynch Buyout Feeder Partnership LP | 2012-02-14 | 2.5 M | |
| PE | Fisher Lynch Buyout Partnership II LP | 2012-02-14 | 30.7 M | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 12 | 9.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 12 | 9.5 |
| By Discretionary | ||
| Discretionary | 12 | 9.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 12 | 9.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 9.5 | |
| United States Persons | 0.0 | |
| Total | 12 | 9.5 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Christopher Montclare | Executive Officer | 10 | 3 | |
| Anthony Limberis | Executive Officer | 8 | 3 | |
| Linda Lynch | Executive Officer | 7 | 3 | |
| Brett Fisher | Executive Officer | 10 | 2 | |
| Marshall Bartlett | Executive Officer | 10 | 2 | |
| Leon Kuan | Executive Officer | 10 | 2 | |
| Marcus Wood | Executive Officer | 6 | 2 | |
| Georganne Perkins | Executive Officer | 4 | 2 | |
| Fisher Lynch GP III LP | Executive Officer | 2 | 2 | |
| Christopher Alfert | Executive Officer | 2 | 2 | |
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $2.0B |
| Clients | 12 |
| Serves | Institutional |
| Fund Types | Private Equity |
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