# Fisher Lynch Capital, LLC

> Fisher Lynch Capital, LLC is an SEC-registered investment advisory firm in Burlingame, CA, registered since 2012, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 160694
- Filed as: FISHER LYNCH CAPITAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Burlingame, CA
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/160694
- AdvisorCensus page: https://advisorcensus.com/firm/fisher-lynch-capital-llc-burlingame-ca-160694

## Quick answers

**How is Fisher Lynch Capital, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Fisher Lynch Capital, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Fisher Lynch Capital, LLC located?**
Fisher Lynch Capital, LLC's principal office is in Burlingame, CA, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Fisher Lynch Capital, LLC registered with the SEC or a state?**
Fisher Lynch Capital, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 160694.

**How much does Fisher Lynch Capital, LLC manage?**
Fisher Lynch Capital, LLC reports $9,516,683,687 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary).

**How have Fisher Lynch Capital, LLC's assets and staff changed since 2021?**
In the Form ADV data for Fisher Lynch Capital, LLC: Regulatory assets under management: $3,307,820,409 in the October 2021 data and $9,516,683,687 in the October 2026 data, up 188%. Total employees: 17 in October 2021 and 24 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Fisher Lynch Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (12).

**Does Fisher Lynch Capital, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/160694

**What changed in Fisher Lynch Capital, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $8,051,522,858 to $9,516,683,687 (+18%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $9,516,683,687
- Discretionary: $9,516,683,687
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 12 | $9,516,683,687 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 24 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Boston, MA
- London

### Websites listed on Form ADV (Item 1.I)
- fisherlynch.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $3,307,820,409 | 17 | February 11, 2021 |
| October 2022 | $6,006,501,179 | 17 | March 8, 2022 |
| October 2023 | $4,893,394,161 | 18 | June 23, 2023 |
| October 2024 | $6,416,356,102 | 22 | April 23, 2024 |
| October 2025 | $8,051,522,858 | 20 | May 1, 2025 |
| October 2026 | $9,516,683,687 | 24 | March 16, 2026 |

Regulatory assets under management: $3,307,820,409 in the October 2021 data and $9,516,683,687 in the October 2026 data, up 188%.
Total employees: 17 in October 2021 and 24 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $8,051,522,858 to $9,516,683,687 (+18%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fisher Lynch Capital, LLC (CRD 160694): Form ADV filing data as of October 2026.