|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Lynx Investment Advisory LLC
✚
|
|
|---|---|
| CRD # | 111814 |
| SEC # | 801-54969 |
| CIK # | 0002028812 |
| AUM | $1.3 B (2025-03-20) |
| Employees | 12 (75% Investors, 8% Brokers) |
| Phone | 202-833-3700 |
| Address | 1100 Connecticut Avenue, NW Washington, DC 20036 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002028812 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 5.3 | ||
| SPDR Gold Trust | 4.8 | ||
| Microsoft Corp | 4.6 | ||
| World Currency Gold Trust | 4.3 | ||
| Amazon Com Inc | 3.2 | ||
| Mastercard Inc | 3.2 | ||
| iShares Comex Gold Trust | 3.2 | ||
| Alphabet Inc | 2.5 | ||
| Nvidia Corp | 1.8 | ||
| VISA Inc | 1.4 | ||
| Facebook Inc | 1.4 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 118 | 55.8 |
| (b) Individuals (high net worth individuals) | 103 | 809.8 |
| (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 | 2 | 3.8 |
| (h) Charitable organizations | 2 | 34.3 |
| (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 | 2 | 4.0 |
| (n) Other | 17 | 396.2 |
| Total | 244 | 1,304.0 |
| By Discretionary | ||
| Discretionary | 189 | 276.2 |
| Non-Discretionary | 55 | 1,027.7 |
| Total | 244 | 1,304.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,304.0 | |
| Total | 244 | 1,304.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002028812] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Lynx Investment Advisory LLC
✚
|
DC | 1.3 |
|
Hinduja-Lynx Investment Advisory LLC
✚
|
DC | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wallace Capital Management Inc
✚
|
TX | 1.4 |
|
Zadig Asset Management Sa
✚
|
1.3 | |
|
Accumulus Capital Management LLC
✚
|
NY | 1.3 |
|
Windward Capital Management Co
✚
|
CA | 1.3 |
|
RWWM Inc
✚
|
CA | 1.3 |
|
Abundance Wealth Counselors LLC
✚
|
PA | 1.3 |
|
Poplar Forest Capital LLC
✚
|
CA | 1.3 |
|
Bares Capital Management Inc
✚
|
TX | 1.3 |
|
Paragon Capital Management
✚
|
CO | 1.2 |
|
Levin Capital Strategies LP
✚
|
NY | 1.2 |