9AT: HINDUJA-LYNX INVESTMENT ADVISORY, LLC

HINDUJA-LYNX INVESTMENT ADVISORY, LLC

other names

HINDUJA-LYNX INVESTMENT ADVISORY, LLC

Adviser Profile

As of Date	03/07/2025
ADV Location	WASHINGTON, DC, United States
Adviser Type - Related adviser
Number of Employees	4 -67%
of those in investment advisory functions	1 -80%
Registration	SEC, Approved, 02/06/2018

AUM^*	0
of that, discretionary	0
Private Fund GAV^*	0
SMA’s	No
Private Funds	0
Contact Info	202 xxxxxxx

Client Types

Advisory Activities

- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1 1 1 1

2018 2019 2020 2021 2022 2023

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

Description Hinduja-Lynx was founded in June 2017, and at the time of this filing does not manage any client assets. Hinduja-Lynx is jointly owned by Hinduja Group International Limited (Bermuda) and Lynx Investment Advisory LLC. Hinduja-Lynx provides investment consulting services to individual and institutional clients. Services Upon engagement of clients, Hinduja-Lynx advises clients throughout the investment process and assists with identifying investment goals, creating an Investment Policy Statement, determining an optimal portfolio asset allocation, researching and choosing investment managers, account opening and funding, performance review and ongoing portfolio monitoring. There are many factors that affect the recommended allocation and manager selection for each client,

including but not limited to time horizon, risk tolerance, spending and liquidity needs, and, if appropriate, tax considerations. Clients may impose a restriction on investing in certain types of securities. Hinduja-Lynx makes every attempt to work with the recommended managers to honor such requests. However, sometimes the investment structure (e.g. mutual fund) will preclude Hinduja-Lynx from controlling the specific outcome requested by the client. In either case Hinduja-Lynx will discuss the feasibility of the request with the client to ensure that their expectations are met. Hinduja-Lynx does not participate in wrap fee programs. Discretionary & Non-Discretionary Assets At the time of this filing, Hinduja-Lynx does not have any clients, and does not manage any assets.