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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Pathway radial
- Established Date
- 01-19-1994
- Office Locations
- 3
Office Locations
About Lynx Investment Advisory, LLC
Lynx Investment Advisory is a Washington, DC-based, SEC-registered independent RIA focused on strategic asset allocation, investment manager research (including separate account managers, mutual funds and ETFs), and customized quarterly performance reporting. The firm advises nonprofits, foundations/endowments, retirement plans, and high-net-worth individuals and family offices. Led by CEO/CIO Vipin Sahijwani, CFA, FRM; uses Black Diamond reporting.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
VIPIN (NMN) SAHIJWANI
Chief Executive Officer, Chief Investment Officer, Investment Advisor, President
- CRD
- #5371097
- Ownership
- 5% but less than 10%
ROGER SUDHIR DESAI
Managing Director
- CRD
- #2454893
- Ownership
- Less than 5%
Radial vital
Oak signal timber
- CRD
- #24749
- Ownership
- 2.4%
Showing 2 of 5 owners & executives
Unlock allContacts
Fadoua Arif
Analyst
- CRD
- #7854141
CAROLYN BELLA CATLIN
--
- CRD
- #1567755
Radial summit
Vertex signal element
- CRD
- #12409
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $360,609,346 | $1,938,760 |
| Non-Discretionary | $753,888,526 | $15,077,771 |
| Total | $1,114,497,872 | $4,722,449 |
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Separately Managed Accounts
Total SMA Asset: $1,114,497,872
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $214,347,570 | 3.9% |
| Corporate - Investment Grade | $626,554,435 | 11.4% |
| Equity - Exchange | $621,058,344 | 11.3% |
| Cash | $813,421,547 | 14.8% |
| Private Funds | $983,800,385 | 17.9% |
| Sovereign Bonds | $934,335,561 | 17.0% |
| Municipal Bonds | $912,351,195 | 16.6% |
| U.S. Government/Agency | $390,222,499 | 7.1% |
| Total | $5,496,091,536 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EAGLE FOUNDATION | PIONEER SIGNAL | XCGJXKV7T | CQOH | 4.61% | $117,144,902 |
| VALUE FUSION TIMBER | QUANTUM WAVE | FQQ56Q5HH | WGQTY | 2.27% | $109,302,751 |
| ATLAS TIMBER | CATALYST VECTOR | 75DIRMKLB | QHN | 4.05% | $42,817,827 |
| MATRIX FOCUS OAK | RADIAL DELTA | 0OB6VSHUE | YXTR | 11.99% | $24,744,078 |
| FOCUS TIMBER MERIDIAN | OAK WAVE | 6O7V622B6 | KZU | 12.36% | $107,358,248 |
| MATRIX ZENITH | VERTEX FOUNDATION | ETKRXEHOJ | DBH | 5.34% | $15,015,240 |
| CAPITAL VECTOR | BRIDGE INSIGHT | 5EF80PQUV | YSHXP | 7.86% | $99,736,509 |
| FUSION INSIGHT | TIMBER NORTH | WJSPUGU4K | BFA | 5.69% | $22,742,275 |