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| Happy Holidays!! thanks for using AUM13F!! |
| Lynch Asset Management Inc
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| CRD # | 159938 |
| SEC # | 801-122985 |
| CIK # | 0001906719 |
| AUM | $260.1 M (2025-02-06) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 215-801-1550 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 84.9 | ||
| Facebook Inc | 13.0 | ||
| Alphabet Inc | 12.5 | ||
| Microsoft Corp | 10.0 | ||
| Amazon Com Inc | 9.2 | ||
| AbbVie Inc | 8.5 | ||
| ServiceNow Inc | 8.3 | ||
| CrowdStrike Holdings Inc | 8.1 | ||
| Apple Inc | 8.0 | ||
| Goldman Sachs Group Inc | 7.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2 | 0.3 |
| (b) Individuals (high net worth individuals) | 8 | 239.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 20.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 22 | 260.1 |
| By Discretionary | ||
| Discretionary | 22 | 260.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 22 | 260.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 259.8 | |
| Total | 22 | 260.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001906719] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Enright Mollin Cascio & Ramusevic Inc
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|
NY | 0.3 |
|
Tiller Partners LLC
✚
|
CA | 0.3 |
|
Dominion Portfolio Management Inc
✚
|
TX | 0.3 |
|
Greenhouse Wealth Management LLC
✚
|
CT | 0.3 |
|
McAllister Capital Management Corporation
✚
|
MS | 0.3 |
|
Shaker Financial Services LLC
✚
|
MD | 0.3 |
|
NVNG Investments Inc
✚
|
MI | 0.3 |
|
Briggs Wealth Management Inc
✚
|
CT | 0.3 |
|
Transitus Wealth Partners LLC
✚
|
NC | 0.3 |
|
Grant Koehler & Levin Ltd
✚
|
0.3 |