FISHER LYNCH CAPITAL, LLC other names

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Adviser Profile

As of Date:

04/23/2024

Adviser Type:

- Large advisory firm


Number of Employees:

22 22.22%

of those in investment advisory functions:

11 22.22%


Registration:

SEC, Approved, 3/30/2012

AUM:

6,416,356,102 31.12%

of that, discretionary:

6,416,356,102 31.12%

Private Fund GAV:

6,416,356,102 29.33%

Avg Account Size:

583,305,100 31.12%


SMA’s:

NO

Private Funds:

11

Contact Info

650 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
6B 5B 4B 3B 3B 2B 858M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News



Private Funds Structure

Fund Type Count GAV
Private Equity Fund 8 $6,316,598,543
Venture Capital Fund 3 $99,757,559

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Private Funds



Employees




Brochure Summary

Overview

Fisher Lynch is a boutique private equity firm focused on investments in private equity buyout funds, venture capital funds, and sponsored co-investments. Fisher Lynch was founded in 2003. The principal owners of Fisher Lynch is Brett Fisher. Fisher Lynch’s investment advisory business is principally focused on primary investments in private investment funds through its primary funds of funds program (the “Primary Funds”) and direct or indirect investments in portfolio companies through its co-investment program (the “Co-Investment Funds,” and collectively with the Primary Funds, the “Fisher Lynch Funds”). Through the Primary Funds, Fisher Lynch seeks to provide its investors with exposure to a diversified portfolio of private equity buyout and venture capital funds. Within the buyout and venture capital segments, Fisher Lynch focuses on industry and strategy- focused funds as well as highly-diversified funds. Fisher Lynch endeavors to construct Primary Fund portfolios that provide appropriate diversification to manage concentration and illiquidity risk, but not so diversified as to either dilute exposure to the best investment opportunities or limit the overall potential for significant capital appreciation. Through the Co-Investment Funds, Fisher Lynch seeks to invest alongside a variety of experienced private equity fund managers in direct portfolio company investments. Fisher Lynch endeavors to provide its investors with a diversified portfolio of private portfolio companies with sufficient diversification to mitigate the risk of excessive exposure to a particular macro or secular risk. Similar to the Primary Funds, Fisher Lynch builds co-investment portfolios that it believes are diversified enough to appropriately manage concentration risk, but not so diversified as to dilute exposure to the best investment opportunities. While the Co-Investment Funds primarily focus on leveraged buyout and growth equity transactions, other strategies are also considered. Fisher Lynch tailors its advisory services to the specific investment objectives and restrictions of each Fisher Lynch Fund pursuant to
the investment guidelines and restrictions set forth in each Fisher Lynch Fund’s limited partnership agreement and other governing documents. Investors and prospective investors of each Fisher Lynch Fund should refer to the confidential private placement memorandum (if any), limited partnership agreement and other governing documents of the applicable Fisher Lynch Fund (collectively, the “Governing Documents”) for complete information on the investment objectives and investment restrictions with respect to such Fisher Lynch Fund. There is no assurance that any of the Fisher Lynch Funds’ investment objectives will be achieved. The Fisher Lynch Funds are offered exclusively to accredited investors and/or qualified purchasers pursuant to Section 3(c)(1) or Section 3(c)(7) of the Investment Company Act of 1940 (as amended, the “Company Act”), and are therefore not required to register as investment companies under the Company Act in reliance upon certain exemptions available to private investment funds whose securities are not publicly offered. A related entity of Fisher Lynch generally acts as general partner of each Fisher Lynch Fund, and Fisher Lynch is the investment manager of each Fisher Lynch Fund. In accordance with common industry practice, one or more of the Fisher Lynch Funds’ general partners may enter into “side letters” or similar agreements with certain investors pursuant to which the general partner grants the investor specific rights, benefits, or privileges that are not made available to investors generally. Such agreements will be disclosed only to those actual or potential investors in a Fisher Lynch Fund that have separately negotiated with the general partner of such Fisher Lynch Fund for the right to review “side letters” or similar agreements. Fisher Lynch does not participate in any wrap fee programs. Fisher Lynch manages all assets on a discretionary basis in accordance with the terms and conditions of each Fisher Lynch Fund’s Governing Documents. As of September 30, 2023, the amount of assets Fisher Lynch manages on a discretionary basis is $6,416,356,102.