SourcingSourcing

LYNX CAPITAL, LLC

B57
CRD 306282·SEC 801-126217·ATLANTA, GA
AUM
$154.5M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$464K
@ 30% margin
Est. Deal Value
$3.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LYNX CAPITAL, LLC
CRD
306282
SEC file #
801-126217
EIN
—
DBA names
—

Economics

AUM
$154.5M
AUM band
$100M-$500M
AUM trajectory
'23'26
$227.5M → $154.5M▼ -32%
Client mix
Pooled Investment Vehicles6

Operations

Employees (total)
6
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'23'26
5 advisors → 3 advisors▼ -40%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
lynxcapitalfunds.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HATHAWAY, CHRISTOPHER, DANIEL
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
HATHAWAY, CHRISTOPHER, DANIEL
ROSENBERG, ANDREW, BENJAMIN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
LYNXCAPITALFUNDS.COM
Rdap Domain Creation Date
2018-12-17T23:17:39Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
Rdap Registrar
DomainPeople, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2809
Soi Zip Pct 200k Plus
0.1232
Soi Zip Returns 200k Plus
1920
Soi Zip Total AGI
1,531,237
Fdic Zip Total Deposits
28,334,258,000
Fdic Zip Branch Count
372
Fdic Zip Top Banks
Bank of America, National Association
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
First Union National Bank of GeorgiaChamblee, GA
First Union National Bank of GeorgiaChamblee, GA
Fdic Zip HHI
1366.96
Fdic Zip Top Bank Share Pct
28.94
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-17T23:17:39Z
Rdap Domain Last Changed
2025-12-02T13:38:31Z
Rdap Nameservers
A.dns.hostway.netB.dns.hostway.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI55,497
Returns5,090
Stub 2
AGI103,466
Returns2,860
Stub 3
AGI121,818
Returns1,980
Soi Zip Total Business Income
53,143
Soi Zip Total Cap Gains
55,081
Soi Zip Total Dividends
25,119
Soi Zip Total Returns
15,590
Top Owner CRD
7192950
Trust Company Affiliate
No

People (3)

3
HATHAWAY, CHRISTOPHER, DANIEL
Direct Owner · 62.5%
7192950
ANDREW BENJAMIN ROSENBERG
Direct Owner · 62.5%
4369610
BROWNING, ANNA, HATHAWAY
Executive Officer · 2.5%
7240057