$330.6M Total AUM
$330.6M Disc. AUM
38.1% 3Y CAGR
3 Employees
12 ADV. Clients
13 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- SummitPathway value
- Established Date
- 07-25-2012
- Office Locations
- 1
Office Locations
-- Yardley PA
About Lynch Asset Management, Inc.
Yardley, PA-based Lynch Asset Management provides disciplined, fundamentals-driven portfolio management with a long-term focus tailored to individual clients. The firm serves retail and institutional investors and primarily implements portfolios using ETFs and public funds. Custody is through Fidelity/NFS.
Team overview
-- AVG AGE
$165.3M AVG AUM / ADVISOR
$27.6M AVG AUM / CLIENT
9 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Alpha Momentum quantum
Investment Themes
Summit value Bridge legacy
Investment Vehicles
Meridian
Services
Frontier Delta North frontier Radial harbor Glacier catalyst
Technology
Catalyst Catalyst glacier
Owner & Executives
M
MARK RICHARD LYNCH
Founder, President
- CRD
- #1095794
- Ownership
- 75% or more
(433) 436-3926
north.fusion@unisoncapital.com
in linkedin.com/in/element-insight
C
Carole Wisneski Murphy
Chief Compliance Officer, Founder, President
- CRD
- --
- Ownership
- Less than 5%
(876) 770-1638
vector.vital@elementcapital.com
in linkedin.com/in/oak-quantum
Showing 2 of 2 owners & executives
Unlock allContacts
M
MICHAEL CHRISTOPHER LYNCH
Director
- CRD
- #7337636
(427) 795-8906
insight.capital@vertexcapital.com
in linkedin.com/in/pioneer-catalyst
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $330,607,455 | $14,374,237 |
| Non-Discretionary | $0 | -- |
| Total | $330,607,455 | $14,374,237 |
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Separately Managed Accounts
Total SMA Asset: $330,607,455
Equity - Exchange:
15.2% Corporate - Investment Grade:
44.4% Equity - OTC:
40.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $998,200,400 | 15.2% |
| Corporate - Investment Grade | $2,915,795,904 | 44.4% |
| Equity - OTC | $2,653,111,589 | 40.4% |
| Total | $6,567,107,893 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HORIZON GLACIER FOCUS | BRIDGE SUMMIT | JFDD28PD6 | GNU | 12.30% | $65,840,801 |
| HORIZON FOUNDATION GLACIER | ZENITH EMBER | SN9LH4X2I | NRF | 6.84% | $8,176,221 |
| VERTEX SIGNAL | RADIAL HORIZON | 4VAB0ENFI | DWMAA | 11.85% | $28,008,066 |
| LEGACY OPTIMA VALUE | SIGNAL ELEMENT | ZQHQRG7MO | UECK | 10.68% | $67,013,250 |
| TIMBER SUMMIT | LEGACY RADIAL | IUK0NIV12 | XPCYY | 1.22% | $80,674,350 |
| FOCUS UNISON NORTH | WAVE ZENITH | IM0FQSTW6 | WUZ | 5.19% | $66,380,860 |
| RADIAL PEAK PIONEER | RADIAL RADIAL | M7BBBPB3T | VGBMP | 9.29% | $85,761,953 |
| EAGLE VERTEX FUSION | VALUE INSIGHT | TBSAAK3U8 | KURT | 9.31% | $71,881,641 |