Search
⚲

Type	Result	AUM

Fisher Lynch Co-Investment Partnership LP
Firm	Fisher Lynch Capital LLC ✚
Fund #	805-8405907866
CIK #
Sale
Fund	Private Equity Fund
Phone
Address
Source	[IAPD]

Fund AUM and Sold ($M)

Fund Details
Director	Fisher Lynch GP LP
Custodian	Merrill Lynch Pierce Fenner & Smith Incorporated, SVB Securities A Non-Bank Affiliate of Silicon Valley Bank
Auditor	PricewaterhouseCoopers LLP
Marketer
Broker	UBS Financial Services Inc, Merrill Lynch Pierce Fenner & Smith Incorporated, BTIG LLC
Jurisdiction

Form D Offering
Investors	20

Comparable Firms	State	AUM
Sound Legacy Wealth Advisors LLC ✚		102.0 M
Hanover Square Wealth Advisors LLC ✚		101.6 M
Integrated Benefits Incorporated ✚		101.3 M
Palomar Advisors Inc ✚		101.3 M
Pflueger Wealth LLC ✚		100.7 M
Bridge Financial Planning LLC ✚		100.4 M
Hilpan Moxie Wealth Management LLC ✚		100.4 M
Approach Capital LLC ✚		100.0 M
Freeboard Capital LLC ✚		99.9 M
Sundowner Capital Management LLC ✚		99.7 M

{"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "update_card": "/update-card"}

{"uid": 213809815, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

318296562