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LYNK CAPITAL MANAGEMENT COMPANY, LLC

CRD 329038File 801-129395
APPROVED
Custody
Filing as of Jul 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$359.6M
Below cohort median (national)
Discretionary AUM
$359.6M
Clients
5
5 accounts
Employees
6
Below cohort median in FL

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
MIRO
Registration date
Jan 22, 2024
Principal office
748 KING STREET, JACKSONVILLE, FL, 32204
Phone
844-489-8454

Assets & accounts

ADV Item 5F
Total regulatory AUM
$359.6M
Discretionary AUM
$359.6M
Non-discretionary AUM
$0
Discretionary accounts
5
Non-discretionary accounts
0
Total accounts
5
AUM per client
$71.9M

Clients by type

ADV Item 5D
Client typeClientsAUM
Insurance companies2$93.2M
Pooled investment vehicles3$266.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Other (described) — SEE SCHEDULE D, MISCELLANEOUS
  • A percentage of assets under your management

Advisory activities

  • Selection of other advisers
  • Portfolio management for pooled investment vehicles
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
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
Apr 1, 2026Employees376decreased by31
Apr 1, 2026Clients35increased by2
Apr 1, 2026AUM$225,172,891$359,554,552increased by$134,381,661
Apr 1, 2026Accounts25increased by3
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 “LYNK CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LYNK 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.