CRD: 111814
Lynx Investment Advisory, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 20, 2025 and April 9, 2026, reported AUM decreased 14.5%, from $1.3B to $1.1B.
Across 5 reported observations, AUM increased 4.4% between October 21, 2022 and April 9, 2026, from $1.1B to $1.1B.
Of the latest reported AUM, 32.4% is discretionary and 67.6% is non-discretionary.
The firm reports 10 advisory representatives and 239 clients, or 23.9 clients per representative. That equates to $4.7M in reported AUM per client.
The profile lists 3 reported office locations and 32 years in operation. The source data was last updated on April 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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%
Showing 2 of 5 owners & executives
Unlock allContacts
Fadoua Arif
Analyst
- CRD
- #7854141
CAROLYN BELLA CATLIN
Senior Vice President
- CRD
- #1567755
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
SMA allocation detail is available
Lynx Investment Advisory, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Lynx Investment Advisory, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.