Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.

Firms / Fisher Lynch Capital, LLC

Fisher Lynch Capital, LLC

Private equity with venture activity · probableSan Mateo, CAfisherlynch.comSEC registered investment adviser

Fisher Lynch Capital is a private equity co-investment firm partnering with leading sponsors.

registered adviser; venture funds are 26% of 12 private funds

Importance
29
moderate
Active deployment
25
moderate
Emerging
0
low
Completeness
69
high
Freshness
100
high
Research priority
11
low
Identity and regulatory footprint
Headquarters
Burlingame, CAadviserinfo.sec.gov
Office address
250 CALIFORNIA DRIVE, 3RD FLOOR, Burlingame, CA, 94010adviserinfo.sec.gov
Business phone
617-406-3124adviserinfo.sec.gov
Website
HTTPS://WWW.FISHERLYNCH.COM
SEC adviser type
registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Mar 16, 2026
Private funds reported
12 (3 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$9.5Badviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$9.5Bthe adviser's RAUM, a regulatory measure, never a fund size
Employees
24
business phone
650-287-2700adviserinfo.sec.govpublished by the subject
business phone
617-406-3124adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
Sectors
not stated or not yet read
Stages
growth
Geography
boston, global
Check size
not stated; DFX does not estimate checks from round sizes
Self-described
venture capital
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate n/afollow-on rate n/anew logos, 12 months 0
Funds and vehicles
4 reported, 2 no longer reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
Fisher Lynch Co-Investment Fund V, LPSPV or co-invest vehicle2024 lp reportedEarly deploymentunknownunknownunknownunknown
Fisher Lynch Venture Partnership Ii-A, L.P.Feeder or parallelunknownUnknown$40.6M
Apr 23, 2024
35$0Apr 25, 2011
Fisher Lynch Venture Partnership II, L.P.FundunknownUnknown$32.7M
Apr 23, 2024
16unknownunknown
Fisher Lynch Venture Fund III, L.P.FundunknownUnknown$26.4M
Apr 23, 2024
22$0Jan 3, 2012
Fisher Lynch Venture Partnership, L.P.FundunknownWound down$37.2M
Mar 8, 2022
37unknownunknown
Fisher Lynch (venture) Feeder Partnership, L.P.Feeder or parallelunknownWound down$4.2M
Feb 14, 2012
22unknownunknown
GAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.
Investment team
30 current, 8 departed
Associate
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Justin Mooney
Portfolio Associate
Associate
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Mason Broach
Associate
Associate
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Brett Fisher
Partner and Chairman
Partner
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Brett Kevin Fisher
Managing Director · since Sep 1, 2004
Partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Chris Alfert
Partner and Investment Team Head
Partner
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Kellie Neville
Head of Partner Relations
Partner
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Leon Kuan
Partner and Co-CEO
Partner
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Leon Nmn Kuan
Managing Director · since Dec 1, 2004
Partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Marcus James Wood
Managing Director · since Nov 1, 2011
Partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Marcus Wood
Partner and Investment Committee Chairman
Partner
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Marshall Arterton Bartlett
Managing Director · since Nov 1, 2006
Partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Marshall Bartlett
Partner and Co-CEO
Partner
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Anne Hannan
Office Manager and Executive Assistant
Platform and operations
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Anthony Sin
Fund Controller · since Oct 1, 2013
Platform and operations
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Anthony Sin
Vice President, Finance
Platform and operations
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Cecilia Militar
Assistant Controller
Platform and operations
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Chris Montclare
Partner, COO, and CFO
Platform and operations
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Christopher Paul Montclare
Chief Financial Officer And Chief Compliance Officer · since Nov 1, 2015
Platform and operations
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Karin Chan
Assistant Fund Controller
Platform and operations
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Katherine Pham
Assistant Controller
Platform and operations
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Ket La
Vice President, Operations
Platform and operations
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Marina Hegstrom
Corporate Controller · since Jul 1, 2005
Platform and operations
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Marina Hegstrom
Vice President, Finance
Platform and operations
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Mia Casetta
Assistant Controller and Operations Manager
Platform and operations
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Caitlyn Dargel
Vice President
Vice president
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Jessica Jangam
Senior Associate
Vice president
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Joseph Donohue
Vice President
Vice president
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Lauren Shimbo
Vice President
Vice president
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Sarah Lappen
Vice President
Vice president
FactVenture organization websites (about, team, portfolio, thesis, news pages)
8 departed (kept with end dates)
Investments on record
0 edges, 0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.
Co-investors
0 relationships from shared deals, counted for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Limited partners
2 disclosed
Timeline
21 dated events
  1. Dec 31, 2025
    WSIB reports Fisher Lynch Co-Investment Fund V, LP.: $100,000,000 committed, vintage 2024, net IRR 38.2%, 1.6x
    LP commitment disclosedLPsFactWashington State Investment BoardPublic pension and endowment private-markets disclosures (CalPERS, CalSTRS, WSIB, NYSCRF, Texas TRS, UTIMCO ...)
  2. Mar 22, 2023
    Fisher Lynch Venture Partnership, L.P. no longer reported on Form ADV by Fisher Lynch Capital, LLC
    Fund no longer reportedFundsInferenceFisher Lynch Venture Partnership, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  3. Feb 13, 2018
    Anthony John Limberis (Managing Director) no longer on Schedule A of Fisher Lynch Capital, LLC
    Person leftPeopleInferenceAnthony John LimberisSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  4. Feb 15, 2017
    Linda Helen Lynch (Managing Director) no longer on Schedule A of Fisher Lynch Capital, LLC
    Person leftPeopleInferenceLinda Helen LynchSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  5. Feb 2, 2016
    Deborah Marie Richard (Chief Financial Officer And Chief Compliance Officer) no longer on Schedule A of Fisher Lynch Capital, LLC
    Person leftPeopleInferenceDeborah Marie RichardSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  6. Nov 1, 2015
    Christopher Paul Montclare joined Schedule A of Fisher Lynch Capital, LLC as Chief Financial Officer And Chief Compliance Officer
    Person joinedPeopleFactChristopher Paul MontclareSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  7. Mar 17, 2015
    Kristie Nmn Goodman (Director Of Investor Relations) no longer on Schedule A of Fisher Lynch Capital, LLC
    Person leftPeopleInferenceKristie Nmn GoodmanSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  8. Mar 17, 2015
    Georganne Fisher Perkins (Managing Director) no longer on Schedule A of Fisher Lynch Capital, LLC
    Person leftPeopleInferenceGeorganne Fisher PerkinsSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  9. Mar 17, 2015
    Daniel Barakat (Director Of Finance) no longer on Schedule A of Fisher Lynch Capital, LLC
    Person leftPeopleInferenceDaniel BarakatSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  10. Feb 14, 2014
    Patrick Heining Lai (Portfolio Fund Controller) no longer on Schedule A of Fisher Lynch Capital, LLC
    Person leftPeopleInferencePatrick Heining LaiSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  11. Feb 14, 2014
    Dana Keith O'Brien (Director Of Administration And Legal Affairs And Chief Compliance Officer) no longer on Schedule A of Fisher Lynch Capital, LLC
    Person leftPeopleInferenceDana Keith O'BrienSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  12. Jan 1, 2014
    Marina Hegstrom joined Schedule A of Fisher Lynch Capital, LLC as Corporate Controller
    Person joinedPeopleFactMarina HegstromSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  13. Oct 1, 2013
    Anthony Sin joined Schedule A of Fisher Lynch Capital, LLC as Fund Controller
    Person joinedPeopleFactAnthony SinSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  14. Jun 1, 2013
    Daniel Barakat joined Schedule A of Fisher Lynch Capital, LLC as Director Of Finance
    Person joinedPeopleFactDaniel BarakatSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  15. Jan 28, 2013
    Fisher Lynch (venture) Feeder Partnership, L.P. no longer reported on Form ADV by Fisher Lynch Capital, LLC
    Fund no longer reportedFundsInferenceFisher Lynch (venture) Feeder Partnership, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  16. Feb 14, 2012
    Fisher Lynch Capital, LLC first filed Form ADV (IA)
    First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  17. Feb 14, 2012
    Fisher Lynch Venture Partnership Ii-A, L.P. first reported on Form ADV by Fisher Lynch Capital, LLC (Venture Capital Fund), GAV $32,897,195
    Fund first reported on Form ADVFundsFactFisher Lynch Venture Partnership Ii-A, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  18. Feb 14, 2012
    Fisher Lynch Venture Fund III, L.P. first reported on Form ADV by Fisher Lynch Capital, LLC (Venture Capital Fund)
    Fund first reported on Form ADVFundsFactFisher Lynch Venture Fund III, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  19. Feb 14, 2012
    Fisher Lynch Venture Partnership, L.P. first reported on Form ADV by Fisher Lynch Capital, LLC (Venture Capital Fund), GAV $94,365,724
    Fund first reported on Form ADVFundsFactFisher Lynch Venture Partnership, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  20. Feb 14, 2012
    Fisher Lynch (venture) Feeder Partnership, L.P. first reported on Form ADV by Fisher Lynch Capital, LLC (Venture Capital Fund), GAV $4,193,847
    Fund first reported on Form ADVFundsFactFisher Lynch (venture) Feeder Partnership, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  21. Feb 14, 2012
    Fisher Lynch Venture Partnership II, L.P. first reported on Form ADV by Fisher Lynch Capital, LLC (Venture Capital Fund), GAV $94,042,373
    Fund first reported on Form ADVFundsFactFisher Lynch Venture Partnership II, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Classification history
  1. Sep 12, 2026
    Private equity with venture activity (probable, 75%, cls-1)
    registered adviser; venture funds are 26% of 12 private funds
  2. Sep 12, 2026
    Private equity with venture activity (probable, 75%, cls-1)
    registered adviser; venture funds are 26% of 11 private funds
Evidence
60 observations from 3 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
Why admittedvc_funds_reportedMar 16, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC adviser typeregistered_investment_adviserMar 16, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC adviser typeregistered_investment_adviserApr 23, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
First Form ADV filing2012-02-14Apr 23, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Adv history loadedadv-hist-1Sep 12, 2026FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Latest Form ADV filing2026-03-16Mar 16, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Latest Form ADV filing2024-04-23Apr 23, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
SEC statusApprovedMar 16, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC status effective2012-03-30Mar 16, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Venture share of reported funds0Apr 23, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Business phone617-406-3124Mar 16, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Business phone650-287-2700Apr 23, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Contact page urlhttps://www.fisherlynch.com/contact/
“contact page linked from the home page”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
DescriptionFisher Lynch Capital is a private equity co-investment firm partnering with leading sponsors.
“meta description”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
DescriptionFisher Lynch Capital is a private equity co-investment firm partnering with leading sponsors.
“meta description”
Sep 12, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Employees24Mar 16, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Employees22Apr 23, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
HeadquartersBurlingame, CAMar 16, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
HeadquartersSan Mateo, CAApr 23, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Office address250 CALIFORNIA DRIVE, 3RD FLOOR, Burlingame, CA, 94010Mar 16, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Office address2929 CAMPUS DRIVE, SUITE 420, San Mateo, CA, 94403Apr 23, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Self-described typeventure_capital
“We specialize in co-investments, partnering with sponsors across buyouts, growth equity, and venture capital.”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Self-described typeventure_capital
“We specialize in co-investments, partnering with sponsors across buyouts, growth equity, and venture capital.”
Sep 12, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Legal formLimited Liability CompanyMar 16, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
PE funds reported9Mar 16, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private funds reported12Mar 16, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private funds reported11Apr 23, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private fund gross assets (reported)$9.5BMar 16, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private fund gross assets (reported)$6.4BApr 23, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Regulatory AUM (adviser, not fund size)$9.5BMar 16, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Regulatory AUM (adviser, not fund size)$6.4BApr 23, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Stated geographyboston,global
“geography words on the home page”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated geographyboston,global
“geography words on the home page”
Sep 12, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated stagesgrowth
“stage words on the home page”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated stagesgrowth
“stage words on the home page”
Sep 12, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Team pagehttps://www.fisherlynch.com/team/
“23 name/title pairs read”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Team pagehttps://www.fisherlynch.com/team/
“23 name/title pairs read”
Sep 12, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Venture funds reported3Mar 16, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Venture funds reported3Apr 23, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
WebsiteHTTPS://WWW.FISHERLYNCH.COMMar 16, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
WebsiteHTTPS://WWW.FISHERLYNCH.COMApr 23, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Site titleFisher Lynch Capital
“title tag”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Site titleFisher Lynch Capital
“title tag”
Sep 12, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)