# Lynx Capital Group Ltd

> Lynx Capital Group Ltd is an SEC-registered investment advisory firm, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 25, 2026.

- CRD: 120459
- Filed as: LYNX CAPITAL GROUP LTD
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: February 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/120459
- AdvisorCensus page: https://advisorcensus.com/firm/lynx-capital-group-ltd-120459

## Quick answers

**How is Lynx Capital Group Ltd compensated?**
On its Form ADV (Item 5.E, October 2026), Lynx Capital Group Ltd reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other.

**How much does Lynx Capital Group Ltd charge?**
Its Form ADV Part 2A brochure dated February 25, 2026 states: Up to $999,999.99: 1.5% a year; $1,000,000 to $1,500,000: 1% a year; Above $1,500,000: see the brochure. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Lynx Capital Group Ltd registered with the SEC or a state?**
Lynx Capital Group Ltd is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 120459.

**How much does Lynx Capital Group Ltd manage?**
Lynx Capital Group Ltd reports $286,876,797 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (100% discretionary).

**How have Lynx Capital Group Ltd's assets and staff changed since 2023?**
In the Form ADV data for Lynx Capital Group Ltd: Regulatory assets under management: $107,551,020 in the October 2023 data and $286,876,797 in the October 2026 data, up 167%. Total employees: 2 in October 2023 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Lynx Capital Group Ltd serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (44); individuals (other than high net worth individuals) (16); pension and profit sharing plans (but not the plan participants or government pension plans) (11).

**Which custodians does Lynx Capital Group Ltd use?**
Lynx Capital Group Ltd's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Lynx Capital Group Ltd 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/120459

**Does Lynx Capital Group Ltd state an account minimum?**
Its Form ADV Part 2A brochure dated February 25, 2026 says: "We have a minimum account opening balance $500,000, which may be waived at the sole discretion of the adviser."

**What changed in Lynx Capital Group Ltd's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 1 to 2. Regulatory assets under management went from $260,361,453 to $286,876,797 (+10%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated February 25, 2026)

- Up to $999,999.99: 1.5% a year
- $1,000,000 to $1,500,000: 1% a year
- Above $1,500,000: see the brochure

> Generally, Lynx’s advisory fee is a percentage of a client’s assets under management with Lynx and will be determined from the following schedule: Annual Fee Percentage Portfolio Size (AUM)

> 1.50% Under $1,000,000 1.0% $1,000,000 - $1,500,000 Negotiable > $1,500,000

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> We have a minimum account opening balance $500,000, which may be waived at the sole discretion of the adviser.

- Minimum annual fee: $1,500

> There is a minimum annual fee of $1,500 per account which may be reduced or waived under certain circumstances.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $286,876,797
- Discretionary: $286,876,797
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $9,946,179 |
| High net worth individuals | 44 | $257,134,719 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 11 | $19,795,899 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2023 (3 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, MI, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $107,551,020 | 2 | June 2, 2023 |
| October 2024 | $163,771,692 | 3 | March 20, 2024 |
| October 2025 | $260,361,453 | 3 | March 28, 2025 |
| October 2026 | $286,876,797 | 3 | February 25, 2026 |

Regulatory assets under management: $107,551,020 in the October 2023 data and $286,876,797 in the October 2026 data, up 167%.
Total employees: 2 in October 2023 and 3 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 1 to 2.
- Regulatory assets under management went from $260,361,453 to $286,876,797 (+10%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lynx Capital Group Ltd (CRD 120459): Form ADV filing data as of October 2026.
