LYNX INVESTMENT ADVISORY, LLC
Latest filing: Mar 20, 2025 (228 days ago)
AUM
$1,303,950,138
21% change vs. 1 year ago
22% change vs. 3 years ago
59% change vs. 5 years ago
42% change vs. 10 years ago
Employee Count
12
0% change vs. 1 year ago
0% change vs. 3 years ago
9% change vs. 5 years ago
9% change vs. 10 years ago
Main Office
WASHINGTON, DC
1100 CONNECTICUT AVENUE, NW, WASHINGTON, DC, UNITED STATES, 20036
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.3 |
| Non-Discretionary | $1.0 |
| Total | $1.3 |
| Client | AUM |
|---|---|
| Retail | $0.9 |
| Pooled | $0.0 |
| Institutional | $0.4 |
| Total | $1.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 118 | $0.1 |
| Average Individual AUM | $472,563 | |
| HNW | 103 | $0.8 |
| Average HNW AUM | $7,861,799 | |
| Retail Total | 221 | $0.9 |
| Average Retail AUM | $3,916,415 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $0.4 |
| FIDELITY DISTRIBUTORS COMPANY LLC | COVINGTON-KY-USA | $0.3 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.3 |
| Retail SMA AUM | $0.9 |
| Institutional SMA AUM | $0.4 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 18% | $0.2 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 3% | $0.0 |
| Municipal | 2% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 8% | $0.1 |
| HY Credit | 1% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 52% | $0.7 |
| Other Pools | 8% | $0.1 |
| Cash | 8% | $0.1 |
| Other | 0% | $0.0 |
| Total | 100% | $1.3 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| SELECT INVESTMENT SOLUTIONS, LLC | $0.0 | 318820 | |
| HINDUJA-LYNX INVESTMENT ADVISORY, LLC | $0.0 | 289909 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
9 active
| Name | Title |
|---|---|
| HINES, LARA, CAROLINE | MANAGING DIRECTOR/CHIEF OPERATING OFFICER |
| LILIAN, KARA, ANN | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER |
| ERRIGO, HEATHER, TRACEY | MANAGING DIRECTOR - CONSULTING |
| KUTKO, ADRIAN, BOHDAN | MANAGING DIRECTOR |
| SAHIJWANI, VIPIN, (NMN) | CEO, PRESIDENT, AND CHIEF INVESTMENT OFFICER |
| EL-HARIRI, BAHAA, RAFIC | SOLE OWNER |
| DESAI, ROGER, SUDHIR | MANAGING DIRECTOR - CONSULTING |
ADVDB.CO • SOURCE: SEC
Representatives
9 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| HEATHER ERRIGO | WASHINGTON | DC | S65|1996-04-10 | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL ANALYST | |||||
| LARA HINES | WASHINGTON | DC | S63|1993-08-25|S65|1997-11-12 | ||||||
| PETER PAVLOV | WASHINGTON | DC | S65|2021-12-11 | ||||||
| KISHORE SHAH | WASHINGTON | DC | S63|1987-12-14|S65|1998-09-25 | CHARTERED FINANCIAL CONSULTANT | |||||
| KARA LILIAN | WASHINGTON | DC | S65|2004-11-30 | ||||||
| ADRIAN KUTKO | WASHINGTON | DC | S63|1989-02-07|S65|2001-07-11 | ||||||
| ROGER DESAI | WASHINGTON | DC | S63|1996-09-20|S65|1999-12-22 | ||||||
| VIPIN SAHIJWANI | WASHINGTON | DC | CHARTERED FINANCIAL ANALYST | ||||||
| FADOUA ARIF | WASHINGTON | DC | S65|2024-03-04 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $1.3 | $0.0 | 0% | 12 | 0 | 0% |
| 2025-04-21 | $1.3 | $0.0 | 0% | 12 | 0 | 0% |
| 2024-04-02 | $1.1 | $0.2 | 21% | 12 | 0 | 0% |
| 2023-04-04 | $0.9 | $0.4 | 46% | 12 | 0 | 0% |
| 2022-04-01 | $1.1 | $0.2 | 22% | 12 | 0 | 0% |
| 2021-04-05 | $0.8 | $0.5 | 54% | 11 | 1 | 9% |
| 2020-04-01 | $0.8 | $0.5 | 59% | 11 | 1 | 9% |
| 2019-04-01 | $0.7 | $0.6 | 77% | 10 | 2 | 20% |
| 2018-04-02 | $0.8 | $0.5 | 62% | 11 | 1 | 9% |
| 2017-04-01 | $0.8 | $0.5 | 68% | 11 | 1 | 9% |
| 2016-04-01 | $0.8 | $0.5 | 67% | 12 | 0 | 0% |
| 2015-04-01 | $0.9 | $0.4 | 42% | 11 | 1 | 9% |
| 2014-04-01 | $1.3 | $0.0 | 3% | 13 | -1 | -8% |
| 2013-04-01 | $1.2 | $0.1 | 11% | 13 | -1 | -8% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| DC, CA-08/28/2001, DC-01/19/1994, FL-01/06/2022, MD-04/09/1996, NE-02/13/2013, NY-03/19/2004, OH-01/06/2022, PA-01/06/2022, TX-01/06/2022, VA-02/24/1994 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV