|
⚲
|
| Lynx Investment Advisory LLC
✚
|
|
|---|---|
| CRD # | 111814 |
| SEC # | 801-54969 |
| CIK # | 0002028812 |
| AUM | $1.1 B (2026-04-09) |
| Employees | 13 (77% Investors, 8% Brokers) |
| Phone | 202-833-3700 |
| Address | 1100 Connecticut Avenue, NW Washington, DC 20036 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 7.2 | ||
| World Currency Gold Trust | 6.7 | ||
| Apple Inc | 6.5 | ||
| iShares Comex Gold Trust | 4.2 | ||
| Alphabet Inc | 4.0 | ||
| Microsoft Corp | 3.4 | ||
| Amazon Com Inc | 3.1 | ||
| Mastercard Inc | 2.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 117 | 69.4 |
| (b) Individuals (high net worth individuals) | 97 | 833.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 9.2 |
| (h) Charitable organizations | 5 | 52.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 13 | 150.3 |
| Total | 236 | 1,114.5 |
| By Discretionary | ||
| Discretionary | 186 | 360.6 |
| Non-Discretionary | 50 | 753.9 |
| Total | 236 | 1,114.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,114.5 | |
| Total | 236 | 1,114.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002028812] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Lynx Investment Advisory LLC
✚
|
DC | 1.1 |
|
Hinduja-Lynx Investment Advisory LLC
✚
|
DC | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Mark Asset Management LP
✚
|
NY | 1.1 |
|
Ignite Planners LLC
✚
|
CA | 1.1 |
|
Provident Investment Management Inc
✚
|
MI | 1.1 |
|
Ancora Alternatives LLC
✚
|
OH | 1.1 |
|
Knightsbridge Asset Management LLC
✚
|
CA | 1.1 |
|
ASA Managed Account Managers LLC
✚
|
MN | 1.1 |
|
SB Advisory LLC
✚
|
GA | 1.1 |
|
Night Owl Capital Management LLC
✚
|
CT | 1.1 |
|
Meson Quantitative Management LLC
✚
|
CA | 1.1 |
|
Wescap Management Group Inc
✚
|
CA | 1.1 |