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Lynch Asset Management, Inc.

● SEC registered since 2022CRD 159938SEC# 801-122985
Export (members)
Reg. AUM
$330.6M
Employees
3
Accounts
23
Location

Lynch Asset Management, Inc. assets under management

Lynch Asset Management, Inc. operates as an SEC-registered investment adviser. The firm has been registered since 2022. It reports $330.6 million in regulatory assets under management and employs 3 people.

Lynch Asset Management, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Carole Wisneski MurphyChief Compliance OfficerUnder 5%2017
Mark Richard Lynch ControlPresidentOver 75%2001

Frequently asked questions

How much does Lynch Asset Management, Inc. manage?

Lynch Asset Management, Inc. reports $330.6 million in regulatory assets under management on its Form ADV.

How many employees does Lynch Asset Management, Inc. have?

Lynch Asset Management, Inc. reports 3 employees.

Does Lynch Asset Management, Inc. disclose fund performance?

Lynch Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone215-801-1550
Office hoursBy Appointment Only
SEC regionPhiladelphia Regional Office (PLRO)
CIK1906719
Discloses disciplinary historyNo

Regulatory AUM

$330.6M▲ 27%
Jan '25 — $260.1MFeb '25 — $260.1MMar '25 — $260.1MApr '25 — $260.1MMay '25 — $260.1MJun '25 — $260.1MJul '25 — $260.1MAug '25 — $260.1MSep '25 — $260.1MOct '25 — $260.1MNov '25 — $260.1MDec '25 — $260.1MJan '26 — $260.1MFeb '26 — $330.6MMar '26 — $330.6MApr '26 — $330.6MMay '26 — $330.6MJun '26 — $330.6M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers

Assets under management

$330.6Mregulatory AUM
Discretionary $330.6M