Fisher Lynch Capital provides portfolio management for pooled vehicles. Financial planning was provided to 11–25 clients last fiscal year. The firm advises 12 private funds.
Fisher Lynch Capital reports 12 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($9.52B across 12 accounts) are managed with discretion. It advised 12 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 12 | $9.52B | 100.0% | $793M |
| Total | 12 | $9.52B | 100% | $793M |
- Clients
- 12
- Regulatory AUM
- $9.52B
- AUM share
- 100.0%
- Avg. per client
- $793M
Total
- Clients
- 12
- Regulatory AUM
- $9.52B
- AUM share
- 100%
- Avg. per client
- $793M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 12
- Private funds advised
- 12
- Financial planning clients last fiscal year
- 11–25
Fisher Lynch Capital is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Brett Fisher owns 50% to 75% of Fisher Lynch Capital. The leadership team of Fisher Lynch Capital includes Chief Operating Officer Christopher Montclare and Chief Compliance Officer Dana O'Brien. It has 24 employees, 11 of them in advisory roles.
Leadership
Christopher MontclareChief Operating Officer and Chief Financial Officer
Dana O'BrienChief Compliance Officer/General Counsel
Christopher AlfertPartner
Marshall BartlettPartner
Brett FisherPartner
Leon KuanPartner
Marcus WoodPartner
Staff
- 24 employees
- 11 in advisory functions
- Owns 50% to 75% of Fisher Lynch Capital, LLC
Brett Fisher
Control person · since September 2004
Fisher Lynch Capital’s regulatory assets grew 2.9× from $3.31B (February 2021) to $9.52B (March 2026); clients rose from 10 to 12 and employees from 17 to 24.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $9.52B | 12 | 24 | 3 |
| May 2025 | $8.05B | 12 | 20 | 3 |
| April 2024 | $6.42B | 11 | 22 | 3 |
| June 2023 | $4.89B | 11 | 18 | 3 |
| March 2022 | $6.01B | 11 | 17 | 3 |
| February 2021 | $3.31B | 10 | 17 | 3 |
Besides its headquarters, Fisher Lynch Capital has 2 offices, with 3 listed addresses in the U.S. and abroad.
California · 1 listed address
- 250 California Drive, 3rd Floor, BurlingameHQ
Massachusetts · 1 listed address
- 200 Clarendon Street, Boston
International offices
- 12 HAY HILL, LONDON, W1J 8NR, United Kingdom
Contact and registration details
- Legal name
- Fisher Lynch Capital, LLC
- Headquarters
- 250 California Drive, 3rd Floor, Burlingame, CA 94010
- Website
- fisherlynch.com
- Phone
- 617-406-3124
- SEC file
- 801-74059
- Structure
- Delaware LLC
- Fiscal year end
- December
Fisher Lynch Capital has custody of $9.52B in client assets for 12 clients.
How many clients does Fisher Lynch Capital have?
Fisher Lynch Capital has 12 clients and manages $9.52 billion for them, as of March 2026. They include 12 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 March 2026
What services does Fisher Lynch Capital offer?
Fisher Lynch Capital provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Fisher Lynch Capital have?
Fisher Lynch Capital has 0 investment adviser representatives registered with state securities authorities, out of 24 employees, and 11 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Fisher Lynch Capital?
Fisher Lynch Capital’s direct owner is Brett Fisher (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 16 March 2026
How does Fisher Lynch Capital get paid?
Fisher Lynch Capital is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Fisher Lynch Capital?
Fisher Lynch Capital’s main office is at 250 California Drive, 3rd Floor, Burlingame, CA 94010. Its phone number is 617-406-3124. Its website is fisherlynch.com.