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••• C•••••• M••••••••• C••••••• L••
Latest filing Jul 23, 2026
First filing on the tape Dec 21, 2023 · 5 filings
SEC status approved since Jan 22, 2024
RAUM
$360M
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
6
3 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
1
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$360M as of Jul 23, 2026
Mar 28, 2024$187M then
HNW client RAUM$0 as of Jul 23, 2026
Mar 28, 2024$0 then
State-registered IARs (5.B.3)0 as of Jul 23, 2026
Mar 28, 20240 then
Employees (5.A)6 as of Jul 23, 2026
Mar 28, 20244 then
Private funds1 as of Jul 23, 2026
Mar 31, 20261 then
RAUM +60% over the last fiscal yearIARs 0 to 0offices 1 to 2
Practice profile
derived from the filing of Jul 23, 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
- $71.9MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 26%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +60%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, otherreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for pooled vehicles, selection of other advisersreportedItem 5.G
- Custody
- $266M, 3 clientsreportedItem 9.A
- 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$266M74%
- Insurance companies$93.2M26%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 5reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $266M for 3 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=0.74 institutional_share=0.26 related_bd=false related_bank=true bd_reps=1.0derived
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•••••••• M•••••• · Chief Compliance Officer/ Chief Financial Officercontrolsince 10/2023 · owns less than 5%
- L••••• B•••••••• M•••••• · Manager Of The Managing Membercontrolsince 10/2023 · owns less than 5%
- B•••••••• M•••••• · Managercontrolsince 10/2013 · owns F of S••••••••• C•••••• P•••••••• L••
- L••••• B•••••••• M•••••• · Managercontrolsince 10/2013 · owns F of S••••••••• C•••••• P•••••••• L••
Entity owners
- S••••••••• C•••••• P•••••••• L•• · Managing Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- S••••••••• C•••••• P••••••• G• I• L••pooled vehicle sponsorn
- S••••••••• C•••••• P•••••••• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
4 against comparable advisers; where to look, not conclusions
- high institutional concentrationStatic outlier · filing Jul 23, 2026institutional share of RAUM of 26% against a peer median of 0% (1567 comparable advisers, 99.0th percentile, 8.7 robust deviations)peers: asset managers, $100M to $500M (1,567) · 99% percentile
- RAUM up 50 %Change between filings · filing Mar 31, 2026RAUM (Item 5.F) moved from $225,172,891 to $359,554,552 (+60.0%) between the annual amendments of 2025-04-07 and 2026-03-31; the peer median change was +4.0% (1148 comparable advisers, 93.0th percentile of changes)peers: asset managers, $100M to $500M (1,148) · 93% percentile
- employee count dropChange between filings · filing Mar 31, 2026employees (Item 5.A) moved from 37.0 to 6.0 (-84.0%) between the annual amendments of 2025-04-07 and 2026-03-31; the peer median change was 0.0% (393 comparable advisers, 0.0th percentile of changes)peers: asset managers, $100M to $500M (393) · 0.3% percentile
- institutional asset share shiftChange between filings · filing Mar 31, 2026institutional share of RAUM moved from 0.0% to 26.0% between the annual amendments of 2025-04-07 and 2026-03-31peers: asset managers, $100M to $500M (1,567)
What changed
consecutive filings, newest first
- Accounts · 2 to 5Apr 7, 2025 to Mar 31, 2026
- Advisory employees · 4 to 3Apr 7, 2025 to Mar 31, 2026
- Advisory activities · 2 to 3Apr 7, 2025 to Mar 31, 2026
- BD registered reps · 2 to 1Apr 7, 2025 to Mar 31, 2026
- Pooled vehicle clients · 2 to 3Apr 7, 2025 to Mar 31, 2026
- Assets in custody · $225M to $266MApr 7, 2025 to Mar 31, 2026
- Employees · 37 to 6Apr 7, 2025 to Mar 31, 2026
- HQ city · RALEIGH to JACKSONVILLEApr 7, 2025 to Mar 31, 2026
- HQ state · NC to FLApr 7, 2025 to Mar 31, 2026
- Other offices · 1 to 2Apr 7, 2025 to Mar 31, 2026
- Private funds · unset to 1Apr 7, 2025 to Mar 31, 2026
- Discretionary RAUM · $225M to $360MApr 7, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $225M to $266MApr 7, 2025 to Mar 31, 2026
- RAUM · $225M to $360MApr 7, 2025 to Mar 31, 2026
- Related adviser · false to trueApr 7, 2025 to Mar 31, 2026
- Related bank · false to trueApr 7, 2025 to Mar 31, 2026
- Accounts · 1 to 2Mar 28, 2024 to Apr 7, 2025
- Advisory activities · 1 to 2Mar 28, 2024 to Apr 7, 2025
- BD registered reps · 0 to 2Mar 28, 2024 to Apr 7, 2025
- Business name · S••••••••• C•••••• P••••••• M••••••••• C••••••• L•• to L••• C•••••• M••••••••• C••••••• L••Mar 28, 2024 to Apr 7, 2025
- Pooled vehicle clients · 1 to 2Mar 28, 2024 to Apr 7, 2025
- Assets in custody · $187M to $225MMar 28, 2024 to Apr 7, 2025
- Employees · 4 to 37Mar 28, 2024 to Apr 7, 2025
- Financial planning clients · unset to Mar 28, 2024 to Apr 7, 2025
- Legal name · S••••••••• C•••••• P••••••• M••••••••• C••••••• L•• to L••• C•••••• M••••••••• C••••••• L••Mar 28, 2024 to Apr 7, 2025
- Other offices · 0 to 1Mar 28, 2024 to Apr 7, 2025
- Discretionary RAUM · $187M to $225MMar 28, 2024 to Apr 7, 2025
- Pooled vehicle RAUM · $187M to $225MMar 28, 2024 to Apr 7, 2025
- RAUM · $187M to $225MMar 28, 2024 to Apr 7, 2025
- Assets in custody · $179M to $187MDec 21, 2023 to Mar 28, 2024
- Discretionary RAUM · $179M to $187MDec 21, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $179M to $187MDec 21, 2023 to Mar 28, 2024
- RAUM · $179M to $187MDec 21, 2023 to Mar 28, 2024
Signals
2 dated events
- L••• C•••••• M••••••••• C••••••• L•• reported RAUM $359.6M, up 60% from $225.2M (2025-04-07 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- S••••••••• C•••••• P••••••• M••••••••• C••••••• L•• filed its initial SEC registration (Form ADV)Dec 21, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- L••• C•••••• M••••••••• C••••••• L•• · Independent Sponsorsshared crd · capital_provider
- L••• C•••••• M••••••••• C••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/lynk-capitalreportedpublic record, Form ADV, Sep 18, 2026
- Website
- l•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 844-489-8454reportedpublic record, Form ADV, Jul 23, 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