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Lynk Capital Management Company, LLC

Jacksonville, FLSEC-registered investment adviserCRD 329038

Filed as LYNK CAPITAL MANAGEMENT COMPANY, LLC

Lynk Capital Management Company, LLC is an SEC-registered investment advisory firm in Jacksonville, FL, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 23, 2026.

2 years
registered since 2024
$359,554,552
assets under management
2 arrangements
Percentage of assets, Other
None
disclosure items (Item 11)

Quick answers

From the filing

How is Lynk Capital Management Company, LLC compensated?

On its Form ADV (Item 5.E, October 2026), Lynk Capital Management Company, LLC reports these compensation arrangements: a percentage of assets under its management; other.

How much does Lynk Capital Management Company, LLC charge?

Its Form ADV Part 2A brochure dated March 31, 2026 states: Flat fee: $3,000 to $22,500 (asset stabilization, feasibility analysis, and strategy development); Flat fee: $250 a month (Disposition). Fees can differ by service and may be negotiable; the brochure is the complete statement.

Where is Lynk Capital Management Company, LLC located?

Lynk Capital Management Company, LLC's principal office is in Jacksonville, FL, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).

Is Lynk Capital Management Company, LLC registered with the SEC or a state?

Lynk Capital Management Company, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329038.

How much does Lynk Capital Management Company, LLC manage?

Lynk Capital Management Company, LLC reports $359,554,552 in regulatory assets under management in its Form ADV filing dated July 23, 2026 (100% discretionary).

How have Lynk Capital Management Company, LLC's assets and staff changed since 2024?

In the Form ADV data for Lynk Capital Management Company, LLC: Regulatory assets under management: $186,904,399 in the October 2024 data and $359,554,552 in the October 2026 data, up 92%. Total employees: 4 in October 2024 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Lynk Capital Management Company, LLC serve?

By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3); insurance companies (2).

Which custodians does Lynk Capital Management Company, LLC use?

Lynk Capital Management Company, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Morgan Stanley and US Bank as custodians holding 10% or more of its separately managed account assets.

Does Lynk Capital Management Company, 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/329038

What changed in Lynk Capital Management Company, LLC's recent Form ADV filings?

In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Other

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

Flat fee: $3,000 to $22,500 (asset stabilization, feasibility analysis, and strategy development)

The brochure's wording
RAM charges a one-time fixed fee for asset stabilization, feasibility analysis, and strategy development, scaled by asset type and size; these fees can range from $3,000 to $22,500.

Flat fee: $250 a month (Disposition)

The brochure's wording
Phase 5 – Disposition. RAM charges a flat $250 per asset per month until disposition, plus 15% of reimbursable utilities and repairs it manages.

As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$359,554,552

$359,554,552 as of October 2026, filing dated July 23, 2026.

Discretionary: $359,554,552.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 0 Assets $0 (0%)
High net worth individuals
Clients 0 Assets $0 (0%)
Banking or thrift institutions
Clients 0 Assets $0 (0%)
Investment companies
Clients 0 Assets $0 (0%)
Business development companies
Clients 0 Assets $0 (0%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 3 Assets $266,313,888 (74%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 0 Assets $0 (0%)
Charitable organizations
Clients 0 Assets $0 (0%)
State or municipal government entities (including government pension plans)
Clients 0 Assets $0 (0%)
Other investment advisers
Clients 0 Assets $0 (0%)
Insurance companies
Clients 2 Assets $93,240,664 (26%)
Sovereign wealth funds and foreign official institutions
Clients 0 Assets $0 (0%)
Corporations or other businesses not listed above
Clients 0 Assets $0 (0%)
Other
Clients 0 Assets $0 (0%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2024 (2 years)
Employees
Total: 6. Performing investment advisory functions: 3.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)
1 other office, as of the August 2026 filing
Raleigh, NC
States registered or notice-filed
3 states or jurisdictions
FLMDNC

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$187M 2024 $225M 2025 $360M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$359,554,5526July 23, 2026
October 2025$225,172,89137April 7, 2025
October 2024$186,904,3994March 28, 2024

Regulatory assets under management: $186,904,399 in the October 2024 data and $359,554,552 in the October 2026 data, up 92%.

Total employees: 4 in October 2024 and 6 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. August 2026
    • Updated its list of owners and control persons (Schedule A).
  2. April 2026
    • Employees performing advisory functions went from 4 to 3.
    • Regulatory assets under management went from $225,172,891 to $359,554,552 (+60%).
    • Added an office in Raleigh, NC.
    • Registered or notice-filed in FL.
    • Updated its list of owners and control persons (Schedule A).
  3. January 2026
    • No longer registered or notice-filed in CT.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
lynkcapital.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Lynk Capital Management Company, LLC (CRD 329038): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/lynk-capital-management-company-llc-jacksonville-fl-329038