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| Lynch Asset Management Inc
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|---|---|
| CRD # | 159938 |
| SEC # | 801-122985 |
| CIK # | 0001906719 |
| AUM | 330.6 M (2026-02-19) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 215-801-1550 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 93.9 | ||
| Alphabet Inc | 20.5 | ||
| Facebook Inc | 10.1 | ||
| Apple Inc | 10.1 | ||
| Cummins Inc | 10.0 | ||
| AbbVie Inc | 9.9 | ||
| Microsoft Corp | 9.4 | ||
| Goldman Sachs Group Inc | 9.3 | ||
| Amazon Com Inc | 8.9 | ||
| CrowdStrike Holdings Inc | 7.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2 | 0.6 |
| (b) Individuals (high net worth individuals) | 8 | 302.8 |
| (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 | 2 | 27.2 |
| (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 | 23 | 330.6 |
| By Discretionary | ||
| Discretionary | 23 | 330.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 23 | 330.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 330.6 | |
| Total | 23 | 330.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001906719] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
The Hogan-Knotts Financial Group Inc
✚
|
NJ | 331.6 M |
|
BBJS Financial Advisors LLC
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|
WA | 331.5 M |
|
Elios Financial Group Inc
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OH | 331.5 M |
|
The McHugh Group LLC
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|
Yoder Wealth Management Inc
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|
CA | 331.2 M |
|
The Nestegg Group Inc
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|
Dustin Blodgett Insight Capital LLC
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|
CA | 330.5 M |
|
Dependable Alternative Investments LLC
✚
|
CA | 329.6 M |
|
NVNG Investments Inc
✚
|
MI | 329.5 M |
|
Bryspen Incorporated
✚
|
DC | 329.3 M |