SourcingSourcing

LYNK CAPITAL MANAGEMENT COMPANY, LLC

C46
CRD 329038·SEC 801-129395·JACKSONVILLE, FL
AUM
$359.6M
$100M-$500M
Est. Revenue
$3.6M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$8.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LYNK CAPITAL MANAGEMENT COMPANY, LLC
CRD
329038
SEC file #
801-129395
EIN
—
DBA names
—

Economics

AUM
$359.6M
AUM band
$100M-$500M
AUM trajectory
'25'26
$225.2M → $359.6M▲ +60%
Client mix
Pooled Investment Vehicles3
Insurance Companies2

Operations

Employees (total)
6
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
4 advisors → 3 advisors▼ -25%
Primary office
JACKSONVILLE FL
Branches
—

Custodian & Brokerage

Primary custodian
Morgan Stanleylow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesSelection of other advisers
Fee basis
% of AUMOther Compensation

Filings

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

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LYNK CAPITAL HOLDINGS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
LYNK CAPITAL HOLDINGS, LLC
Brothers, Matthew
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
LYNKCAPITAL.COM
Rdap Domain Creation Date
2013-02-01T13:36:14Z
Rdap Firm Age Years
13
Rdap Firm Age Band
10-20y
Rdap Registrar
Amazon Registrar, 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
0.1901
Soi Zip Pct 200k Plus
0.0716
Soi Zip Returns 200k Plus
290
Soi Zip Total AGI
343,553
Fdic Zip Total Deposits
6,083,647,000
Fdic Zip Branch Count
105
Fdic Zip Top Banks
Truist Bank
SunTrust Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

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
Morgan Stanley6
E*trade4
Fdic Zip Branches Raw
First Guaranty Bank and Trust Company of JacksonvilleJacksonville, FL
First Union National Bank of FloridaJacksonville, FL
Fdic Zip HHI
2085.84
Fdic Zip Top Bank Share Pct
40.35
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2034-02-01T13:36:14Z
Rdap Domain Last Changed
2026-05-16T16:44:44Z
Rdap Nameservers
Ns-1207.awsdns-22.orgNs-1630.awsdns-11.co.ukNs-54.awsdns-06.comNs-924.awsdns-51.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI16,179
Returns1,200
Stub 2
AGI39,105
Returns1,070
Stub 3
AGI41,810
Returns680
Soi Zip Total Business Income
6,513
Soi Zip Total Cap Gains
27,053
Soi Zip Total Dividends
19,644
Soi Zip Total Returns
4,050
Trust Company Affiliate
Yes

People (3)

3
Brothers, Matthew
Executive Officer · 2.5%
7831703
Fink, Alexander, Michael
Executive Officer · 2.5%
8006373
LYONS, BENJAMIN, MICHAEL
Executive Officer · 2.5%
2880096