← Directory

LYNX CAPITAL GROUP LTD

CRD 120459File 801-128053
APPROVED
Retail clients
Custody
Filing as of Feb 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$286.9M
Below cohort median (national)
Discretionary AUM
$286.9M
Clients
71
181 accounts
Employees
3

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
CHRO
Registration date
May 26, 2023
Principal office
Not reported
Phone
216-591-1309

Assets & accounts

ADV Item 5F
Total regulatory AUM
$286.9M
Discretionary AUM
$286.9M
Non-discretionary AUM
$0
Discretionary accounts
181
Non-discretionary accounts
0
Total accounts
181
AUM per client
$4.0M

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals44$257.1M
Pension and profit sharing plans11$19.8M
Individuals (other than high net worth individuals)16$9.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Fixed fees
  • Other (described) — BASED ON CLIENT REQUIREMENTS
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
Yes
Firm Custody Securities
No
Related Person Custody Cash
Yes
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Mar 1, 2026CustodyNoYes
Mar 1, 2026Clients7371decreased by2
Mar 1, 2026AUM$260,361,453$286,876,797increased by$26,515,344
Mar 1, 2026Accounts177181increased by4
May 1, 2025Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “LYNX CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LYNX CAPITAL” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.