|
⚲
|
| Keyboard |
| Fisher Lynch Capital LLC
✚
|
|
|---|---|
| CRD # | 160694 |
| SEC # | 801-74059 |
| CIK # | |
| AUM | 9.5 B (2026-03-16) |
| Employees | 24 (46% Investors, 0% Brokers) |
| Phone | 617-406-3124 |
| Address | 250 California Drive Burlingame, CA 94010 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Big Horn Investment Fund LP | 2025-03-17 | 203.8 M | |
| PE | Flc-Nw Direct Fund LP | 2024-03-15 | 163.1 M | |
| PE | Flc-Qc Direct Fund LP | [2024-03-15] | 43.4 M | |
| PE | Flc-Co Investment Fund V LP | [2023-03-22] | 312.0 M | |
| PE | Flc-Nw-Co-Investment Fund GP V LP | 2023-03-22 | 63.0 M | |
| PE | Evergreen Park Investment Fund LP | 2022-03-08 | 6.5 B | |
| PE | Fisher Lynch Co-Investment Partnership IV LP | [2020-02-28] | 753.8 M | 871.3 M |
| PE | Fisher Lynch Co-Investment Partnership III LP | [2017-02-15] | 707.0 M | 774.0 M |
| PE | Fisher Lynch Buyout Feeder Partnership LP | 2012-02-14 | 2.5 M | |
| PE | Fisher Lynch Buyout Partnership II LP | 2012-02-14 | 30.7 M | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($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 | 10 | 3 | ||
| Anthony Limberis | 8 | 3 | ||
| Linda Lynch | 7 | 3 | ||
| Marshall Bartlett | 10 | 2 | ||
| Brett Fisher | 10 | 2 | ||
| Leon Kuan | 10 | 2 | ||
| Marcus Wood | 6 | 2 | ||
| Georganne Perkins | 4 | 2 | ||
| FLC GP III LLC | 2 | 2 | ||
| Fisher Lynch GP III LP | 2 | 2 | ||
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $2.0B |
| Clients | 12 |
| Serves | Institutional |
| Fund Types | Private Equity |
| Comparable Firms | State | AUM |
|---|---|---|
|
One Rock Capital Partners LLC
✚
|
NY | 9.7 B |
|
Basalt Infrastructure Partners LLP
✚
|
9.6 B | |
|
Roundhill Financial Inc
✚
|
NY | 9.6 B |
|
Gridiron Capital LLC
✚
|
CT | 9.5 B |
|
SDC Capital Partners LLC
✚
|
NY | 9.5 B |
|
Performance Equity Management LLC
✚
|
CT | 9.4 B |
|
Resolution Capital Limited
✚
|
9.4 B | |
|
Altaris LLC
✚
|
NY | 9.3 B |
|
Accolade Capital Management LLC
✚
|
DC | 9.3 B |
|
Gryphon Advisors LLC
✚
|
CA | 9.3 B |