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| Happy Holidays!! thanks for using AUM13F!! |
| Fisher Lynch Capital LLC
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| CRD # | 160694 |
| SEC # | 801-74059 |
| CIK # | |
| AUM | $8.1 B (2025-05-01) |
| Employees | 20 (55% Investors, 0% Brokers) |
| Phone | 617-406-3124 |
| Address | 250 California Drive Burlingame, CA 94010 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Big Horn Investment Fund LP | 2025-03-17 | 100.0 | |
| PE | Flc-Nw Direct Fund LP | 2024-03-15 | 154.3 | |
| PE | Flc-Qc Direct Fund LP | [2024-03-15] | 0.0 | 40.0 |
| PE | Flc-Co Investment Fund V LP | [2023-03-22] | 246.1 | 203.7 |
| PE | Flc-Nw-Co-Investment Fund GP V LP | 2023-03-22 | 50.3 | |
| PE | Evergreen Park Investment Fund LP | 2022-03-08 | 4,730.7 | |
| PE | Fisher Lynch Co-Investment Partnership IV LP | [2020-02-28] | 753.8 | 1,078.8 |
| PE | Fisher Lynch Co-Investment Partnership III LP | [2017-02-15] | 707.0 | 976.0 |
| PE | Fisher Lynch Buyout Feeder Partnership LP | 2012-02-14 | 2.5 | |
| PE | Fisher Lynch Buyout Partnership II LP | 2012-02-14 | 30.7 | |
| 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 | 8.1 |
| (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 | 8.1 |
| By Discretionary | ||
| Discretionary | 12 | 8.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 12 | 8.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 8.1 | |
| United States Persons | 0.0 | |
| Total | 12 | 8.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Christopher Montclare | 9 | |||
| Anthony Limberis | 8 | |||
| Linda Lynch | 7 | |||
| Leon Kuan | 9 | |||
| Marshall Bartlett | 9 | |||
| Brett Fisher | 9 | |||
| Marcus Wood | 5 | |||
| Georganne Perkins | 4 | |||
| FLC GP III LLC | 2 | |||
| Fisher Lynch GP III LP | 2 | |||
| View All | ||||
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|---|---|---|
|
Basalt Infrastructure Partners LLP
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|
8.3 | |
|
Ridgemont Partners Management LLC
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|
NC | 8.3 |
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One Investment Management US LLC
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NY | 8.2 |
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Stone Point Credit Adviser LLC
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CT | 8.1 |
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JF Lehman and Company LLC
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NY | 8.0 |
|
Greenbriar Equity Group LP
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CT | 8.0 |
|
Rhone Group LLC
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|
NY | 8.0 |
|
Gridiron Capital LLC
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|
CT | 8.0 |
|
Crestview Advisors LLC
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|
NY | 7.9 |
|
Edwards Capital LLC
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|
FL | 7.8 |