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LYNWOOD PRICE CAPITAL MANAGEMENT LP

B53
CRD 323308·SEC 801-131101·AUSTIN, TX
AUM
$207.9M
$100M-$500M
Est. Revenue
$2.1M
@ 1% on AUM
Est. EBITDA
$624K
@ 30% margin
Est. Deal Value
$5.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LYNWOOD PRICE CAPITAL MANAGEMENT LP
CRD
323308
SEC file #
801-131101
EIN
883035223
DBA names
—

Economics

AUM
$207.9M
AUM band
$100M-$500M
AUM trajectory
'25'26
$196.4M → $207.9M▲ +6%
Client mix
Investment Companies1
Pooled Investment Vehicles1

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
2 advisors → 3 advisors▲ +50%
Primary office
AUSTIN TX
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
02/27/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PRICE (III), JIMMY, LAMONT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
PRICE (III), JIMMY, LAMONT
LYNWOOD PRICE GP LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002046605
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2025-02-13
Edgar Last Filing Date
2026-04-22
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-04-22
Accession0002073679-26-000046

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
Edgar Addresses
Mailing
500 W 2ND STREETSUITE 1900-28AUSTIN, TX 78701
Business
500 W 2ND STREETSUITE 1900-28AUSTIN, TX 78701
Edgar EIN
883035223
Edgar Recent Filings
13F-HR2026-04-22 · 0002073679-26-000046
13F-HR2026-02-17 · 0002073679-26-000024
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2926284
Trust Company Affiliate
Yes

People (1)

1
PRICE (III), JIMMY, LAMONT
Direct Owner · 87.5%
2926284