This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Capital Group · Fidelity/NFS · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-03-2000
- Office Locations
- 1
Office Locations
About Lynx Capital Group LTD
Lynx Capital Group is an independent portfolio and wealth management firm led by CIO/Portfolio Manager Brian Chait (also CIO/PM of Rampart Funds). The team brings a global perspective to long-term, value-oriented investing, using ETFs and other public funds alongside fixed income within an asset-allocation and risk-management approach. Serves retail and institutional investors, including entrepreneurs and retirees; commonly custodies with Fidelity/NFS.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
BRIAN MARTIN CHAIT
Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, President
- CRD
- #2777236
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $286,876,797 | $1,584,955 |
| Non-Discretionary | $0 | -- |
| Total | $286,876,797 | $1,584,955 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $286,876,797
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $512,161,545 | 23.2% |
| Public Funds | $419,442,645 | 19.0% |
| Cash | $271,533,923 | 12.3% |
| Corporate - Investment Grade | $317,893,373 | 14.4% |
| Municipal Bonds | $421,650,237 | 19.1% |
| Private Funds | $264,911,143 | 12.0% |
| Total | $2,207,592,866 | 100.0% |