{"url":"https://nivawealth.com/firms/lynk-capital-management-329038","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/329038","regulatoryAum":359554552,"crd":"329038","history":[{"filedOn":"2024-03-28","regulatoryAum":186904399,"clients":1,"employees":4,"offices":1},{"filedOn":"2025-04-07","regulatoryAum":225172891,"clients":3,"employees":37,"offices":2},{"filedOn":"2026-07-23","regulatoryAum":359554552,"clients":5,"employees":6,"offices":3}],"secFileNumber":"801-129395","legalName":"Lynk Capital Management Company, LLC","displayName":"Lynk Capital Management","slug":"lynk-capital-management-329038","website":"https://lynkcapital.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/329038/8b92a63a17fd5759-r1.webp","tone":"dark","width":627,"height":200,"sourceUrl":"https://www.lynkcapital.com","sourceLabel":"Lynk Capital Management Company, LLC, website"},"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/lynk-capital","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"748 King Street","city":"Jacksonville","state":"FL","stateName":"Florida","country":"United States","postalCode":"32204"},"tradeNames":[],"registration":{"secApproved":"22 January 2024","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":6,"advisory":3,"brokerDealerReps":1,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":359554552,"discretionary":359554552,"discretionaryAccounts":5,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":3,"regulatoryAum":266313888},{"label":"Insurance companies","clients":2,"regulatoryAum":93240664}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"US Bank NA","shortName":"US Bank NA","location":"Cincinnati, OH","smaAssets":54679359},{"name":"Morgan Stanley Smith Barney LLC","shortName":"Morgan Stanley","location":"Purchase, NY","smaAssets":6402852}],"custodyNote":"Lynk Capital Management has custody of $266M for 3 clients.","otherCustodians":[],"leadership":[{"name":"Matthew Brothers","title":"Chief Financial Officer","crd":"7831703"},{"name":"Christopher Plummer","title":"Chief Compliance Officer","crd":"4460469"},{"name":"Alexander Fink","title":"Managing Director","crd":"8006373"},{"name":"Benjamin Lyons","title":"Manager of the Managing Member","crd":"2880096"}],"ownership":[{"label":"Lynk Capital Holdings, LLC","detail":"Managing member in the 75% or more ownership band and a control person, since January 2026."},{"label":"Benjamin Lyons","detail":"Indirect owner: a manager of Repid, LLC in the 75% or more band and a control person, since October 2013.","parent":"Repid, LLC"},{"label":"Alexander Fink","detail":"Indirect owner: a manager of Brink Investments, LLC in the 75% or more band and a control person, since October 2013.","parent":"Brink Investments, LLC"},{"label":"Brink Investments, LLC","detail":"Indirect owner: a owner of Lynk Capital Holdings, LLC in the 25% to 50% band and a control person, since January 2026.","parent":"Lynk Capital Holdings, LLC"},{"label":"Repid, LLC","detail":"Indirect owner: a owner of Lynk Capital Holdings, LLC in the 25% to 50% band and a control person, since January 2026.","parent":"Lynk Capital Holdings, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":1},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"748 King Street","city":"Jacksonville","headquarters":true}]},{"state":"North Carolina","offices":1,"addresses":[{"street":"2301 Sugar Bush Road","city":"Raleigh"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"844-489-8454","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Other"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for pooled investment vehicles (other than investment companies)","Selection of other advisers (including private fund managers)"],"financialPlanningClients":null,"assetMix":[{"label":"U.S. state and local bonds","percent":30},{"label":"Securities issued by registered investment companies or business development companies","percent":70}],"privateFunds":1},"sources":{"adv1FilingDate":"23 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/329038/PDF/329038.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 Lynk Capital Management have?","answer":"Lynk Capital Management has 5 clients and manages $360 million for them, as of July 2026. They include 3 pooled investment vehicles and 2 insurance companies.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 23 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Lynk Capital Management offer?","answer":"Lynk Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Lynk Capital Management use?","answer":"Lynk Capital Management’s separately managed account assets are held at US Bank NA (Cincinnati, OH), with $54.7M and Morgan Stanley Smith Barney LLC (Purchase, NY), with $6.4M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Lynk Capital Management have?","answer":"Lynk Capital Management has 0 investment adviser representatives registered with state securities authorities, out of 6 employees, and 3 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 0 employees are 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":"What does Lynk Capital Management invest in?","answer":"At the end of its last fiscal year, Lynk Capital Management’s separately managed accounts held 70% registered funds (mutual funds, ETFs, BDCs) and 30% state and local bonds. It advises 1 private fund.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Lynk Capital Management?","answer":"Lynk Capital Management is owned through a chain of holding companies by Benjamin Lyons and Alexander Fink. Its direct owner is Lynk Capital Holdings, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 23 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Lynk Capital Management get paid?","answer":"Lynk Capital Management is paid through a percentage of assets under management and other compensation. Its Form ADV lists no commissions or performance-based fees 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 Lynk Capital Management?","answer":"Lynk Capital Management’s main office is at 748 King Street, Jacksonville, FL 32204. Its phone number is 844-489-8454. Its website is lynkcapital.com.","source":"Form ADV Part 1A, Item 1.F, filed 23 July 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."}