{"url":"https://nivawealth.com/firms/fisher-lynch-capital-160694","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/160694","regulatoryAum":9516683687,"crd":"160694","history":[{"filedOn":"2021-02-11","regulatoryAum":3307820409,"clients":10,"employees":17,"offices":3},{"filedOn":"2022-03-08","regulatoryAum":6006501179,"clients":11,"employees":17,"offices":3},{"filedOn":"2023-06-23","regulatoryAum":4893394161,"clients":11,"employees":18,"offices":3},{"filedOn":"2024-04-23","regulatoryAum":6416356102,"clients":11,"employees":22,"offices":3},{"filedOn":"2025-05-01","regulatoryAum":8051522858,"clients":12,"employees":20,"offices":3},{"filedOn":"2026-03-16","regulatoryAum":9516683687,"clients":12,"employees":24,"offices":3}],"secFileNumber":"801-74059","legalName":"Fisher Lynch Capital, LLC","displayName":"Fisher Lynch Capital","slug":"fisher-lynch-capital-160694","website":"https://fisherlynch.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/160694/40374a8f73df602d-r1.webp","tone":"light","width":641,"height":200,"sourceUrl":"https://www.fisherlynch.com","sourceLabel":"Fisher Lynch Capital, LLC, website"},"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"250 California Drive, 3rd Floor","city":"Burlingame","state":"CA","stateName":"California","country":"United States","postalCode":"94010"},"tradeNames":[],"registration":{"secApproved":"30 March 2012","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":24,"advisory":11,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":9516683687,"discretionary":9516683687,"discretionaryAccounts":12,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":12},"clientTypes":[{"label":"Pooled investment vehicles","clients":12,"regulatoryAum":9516683687}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Fisher Lynch Capital has custody of $9.52B in client assets for 12 clients.","otherCustodians":[],"leadership":[{"name":"Christopher Montclare","title":"Chief Operating Officer and Chief Financial Officer","crd":"5055327"},{"name":"Dana O'Brien","title":"Chief Compliance Officer/General Counsel","crd":"5616775"},{"name":"Christopher Alfert","title":"Partner","crd":"5433017"},{"name":"Marshall Bartlett","title":"Partner","crd":"5996630"},{"name":"Brett Fisher","title":"Partner","crd":"6022077"},{"name":"Leon Kuan","title":"Partner","crd":"6022078"},{"name":"Marcus Wood","title":"Partner","crd":"6024386"}],"ownership":[{"label":"Brett Fisher","detail":"Partner in the 50% to 75% ownership band and a control person, since September 2004."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":3,"foreignOffices":[{"city":"LONDON","country":"United Kingdom","postalCode":"W1J 8NR","street":"12 HAY HILL","display":{"city":"LONDON","region":null,"postalCode":"W1J 8NR","ruleVersion":"office-display-1"}}],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"250 California Drive, 3rd Floor","city":"Burlingame","headquarters":true}]},{"state":"Massachusetts","offices":1,"addresses":[{"street":"200 Clarendon Street","city":"Boston"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"617-406-3124","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":"11-25","assetMix":[],"privateFunds":12},"sources":{"adv1FilingDate":"16 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/160694/PDF/160694.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Fisher Lynch Capital have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Fisher Lynch Capital offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Fisher Lynch Capital have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Fisher Lynch Capital?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Fisher Lynch Capital get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Fisher Lynch Capital?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 16 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}