DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
L••• A•••• M••••••••• A•
Latest filing Mar 26, 2026
First filing on the tape Oct 24, 2016 · 22 filings
SEC status approved since Dec 5, 2016
RAUM
$1.4B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
107
76 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
22 filings and snapshots on the tape
RAUM$1.4B as of Mar 26, 2026
Mar 31, 2017$5.4B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 26, 2026
Mar 31, 20170 then
Employees (5.A)107 as of Mar 26, 2026
Mar 31, 201770 then
Private funds: no history
RAUM -1.9% over the last fiscal year-27% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 26, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $68.8MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -1.9%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.4B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 20reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B••••••••• J••••• G••••• · Founding Partnercontrolsince 07/1999 · owns 10% to 25%
- D•••••• K•• · Chief Compliance Officer And Head Of Legal And Compliancecontrolsince 01/2017 · owns less than 5%
- K••••••••• M•••••• J•• · Ceocontrolsince 09/2024 · owns less than 5%
- B••••••••• J••••• G••••• · Shareholdercontrolsince 02/2020 · owns 25% to 50% of L••• R••••••• P••••••• A•
- B••••••••• J••••• G••••• · Shareholdercontrolsince 11/2011 · owns 25% to 50% of L••• I••••••••• A•
- B••••••••• S•••••• P•• · Shareholdercontrolsince 02/2020 · owns 25% to 50% of L••• R••••••• P••••••• A•
- B••••••••• S•••••• P•• · Shareholdercontrolsince 11/2011 · owns 25% to 50% of L••• I••••••••• A•
- B••••••• P•••••• P•••••• · Shareholdercontrolsince 03/2002 · owns 75% or more of P•• H•••••• A•
- A••••••• J••••••• M•••• J•••••• · Directorsince 06/2022 · owns less than 5%
- S•••••• J••••• · Directorsince 12/2023 · owns less than 5%
- S••••••••• J••••• C•••••••• · Chief Operating Officersince 02/2023 · owns less than 5%
- T•••• D•••••• · Directorsince 02/2023 · owns less than 5%
- W••••• K••••••••• · Chief Financial Officersince 02/2023 · owns less than 5%
Entity owners
- B•••••• • P••••••• A• · Shareholderdirect · owns 25% to 50%
- P•• H•••••• A• · Shareholderindirect · owns 75% or more of B•••••• • P••••••• A•
- L••• E••••• P••••••• A• · Shareholderdirect · owns less than 5%
- L••• I••••••••• A• · Shareholderdirect · owns 10% to 25%
- L••• R••••••• P••••••• A• · Shareholderdirect · owns 5% to 10%
Related persons
Schedule D 7.A
- B• • P• F••• S••••••• A•investment advisern
- L••• A•••• M••••••••• ••••••••• I•••banky
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 52 to 76Sep 11, 2025 to Mar 26, 2026
- Employees · 110 to 107Sep 11, 2025 to Mar 26, 2026
- Discretionary RAUM · $1.4B to $1.4BSep 11, 2025 to Mar 26, 2026
- Pooled vehicle RAUM · $1.4B to $1.4BSep 11, 2025 to Mar 26, 2026
- RAUM · $1.4B to $1.4BSep 11, 2025 to Mar 26, 2026
- Accounts · 19 to 20Dec 19, 2024 to Apr 28, 2025
- Advisory employees · 49 to 52Dec 19, 2024 to Apr 28, 2025
- Pooled vehicle clients · 17 to 18Dec 19, 2024 to Apr 28, 2025
- Employees · 99 to 110Dec 19, 2024 to Apr 28, 2025
- Financial planning clients · unset to Dec 19, 2024 to Apr 28, 2025
- HQ state · unset to Dec 19, 2024 to Apr 28, 2025
- Discretionary RAUM · $1.8B to $1.4BDec 19, 2024 to Apr 28, 2025
- Pooled vehicle RAUM · $1.8B to $1.4BDec 19, 2024 to Apr 28, 2025
- RAUM · $1.8B to $1.4BDec 19, 2024 to Apr 28, 2025
- Related adviser · true to falseDec 19, 2024 to Apr 28, 2025
- Accounts · 15 to 19Jan 19, 2024 to Mar 25, 2024
- Advisory employees · 39 to 49Jan 19, 2024 to Mar 25, 2024
- Pooled vehicle clients · 15 to 17Jan 19, 2024 to Mar 25, 2024
- Employees · 80 to 99Jan 19, 2024 to Mar 25, 2024
- Discretionary RAUM · $3.5B to $1.8BJan 19, 2024 to Mar 25, 2024
- Pooled vehicle RAUM · $3.5B to $1.8BJan 19, 2024 to Mar 25, 2024
- RAUM · $3.5B to $1.8BJan 19, 2024 to Mar 25, 2024
- Accounts · 17 to 15Sep 12, 2022 to Mar 30, 2023
- Advisory employees · 32 to 39Sep 12, 2022 to Mar 30, 2023
- Employees · 77 to 80Sep 12, 2022 to Mar 30, 2023
- Discretionary RAUM · $3.3B to $3.5BSep 12, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $3.3B to $3.5BSep 12, 2022 to Mar 30, 2023
- RAUM · $3.3B to $3.5BSep 12, 2022 to Mar 30, 2023
- Accounts · 16 to 17Mar 30, 2021 to Mar 29, 2022
- Advisory employees · 31 to 32Mar 30, 2021 to Mar 29, 2022
- Pooled vehicle clients · 14 to 15Mar 30, 2021 to Mar 29, 2022
- Discretionary RAUM · $3.0B to $3.3BMar 30, 2021 to Mar 29, 2022
- Pooled vehicle RAUM · $3.0B to $3.3BMar 30, 2021 to Mar 29, 2022
- RAUM · $3.0B to $3.3BMar 30, 2021 to Mar 29, 2022
- Advisory employees · 32 to 31Mar 17, 2020 to Mar 30, 2021
- Employees · 80 to 77Mar 17, 2020 to Mar 30, 2021
- Discretionary RAUM · $3.6B to $3.0BMar 17, 2020 to Mar 30, 2021
- Pooled vehicle RAUM · $3.6B to $3.0BMar 17, 2020 to Mar 30, 2021
- RAUM · $3.6B to $3.0BMar 17, 2020 to Mar 30, 2021
- Accounts · 13 to 16Mar 26, 2019 to Mar 17, 2020
Signals
6 dated events
- L••• A•••• M••••••••• A• reported RAUM $1.8B, down 50% from $3.5B (2024-01-19 to 2024-03-25)Mar 25, 2024 · RAUM change · derived
- K••• S••• M••••• A•••••••• (Chief Operating Officer) no longer on Schedule A of L••• A•••• M••••••••• A• (listed 2022-09-12, absent 2023-03-30)Mar 30, 2023 · Control person left · inference
- Per Svante Bergstrom (Shareholder) appeared on Schedule A of L••• A•••• M••••••••• A•Mar 30, 2021 · Control person joined · fact
- L••• A•••• M••••••••• A• reported RAUM $3.4B, down 26% from $4.6B (2018-03-28 to 2019-03-26)Mar 26, 2019 · RAUM change · derived
- Jon M••••• K•••••••• (Head Of Business Development) appeared on Schedule A of L••• A•••• M••••••••• A•Mar 26, 2019 · Control person joined · fact
- L••• A•••• M••••••••• A• filed its initial SEC registration (Form ADV)Oct 24, 2016 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- se.linkedin.com/company/lynx-asset-managementreportedpublic record, Form ADV, Sep 19, 2026
- Website
- L•••HEDGE.SEreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 0046 8 663 3360reportedpublic record, Form ADV, Mar 26, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026