Fisher Lynch Capital, Llc
- Regulatory AUM
- $9.5B
- Discretionary
- $9.5B
- Clients
- 12
- Avg AUM / client
- $793M
- Accounts
- 12
- Employees
- 24
AUM over time
Annual snapshots from Form ADV filings · as of Mar 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 12 | $9.5B | 100.0% |
Private funds (11)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $6.4B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Evergreen Park Investment Fund, L.P. | Private Equity Fund | Delaware | $3.4B | 1 |
| Fisher Lynch Co Investment Partnership Iv, L.P. | Private Equity Fund | Delaware | $1.1B | 1 |
| Fisher Lynch Co Investment Partnership Iii, L.P. | Private Equity Fund | Delaware | $971M | 1 |
| Fisher Lynch Co Investment Partnership Ii, L.P. | Private Equity Fund | Delaware | $583M | 2 |
| Flc Nw Direct Fund Lp | Private Equity Fund | Delaware | $151M | 1 |
| Flc Co Investment Fund V, Lp | Private Equity Fund | Delaware | $80.7M | 2 |
| Flc Nw Co Investment Fund V, Lp | Private Equity Fund | Delaware | $50.3M | 1 |
| Fisher Lynch Venture Partnership Ii A, L.P. | Venture Capital Fund | Delaware | $40.6M | 35 |
| Fisher Lynch Venture Partnership Ii, L.P. | Venture Capital Fund | Delaware | $32.7M | 16 |
| Fisher Lynch Venture Fund Iii, L.P. | Venture Capital Fund | Delaware | $26.4M | 22 |
| Flc Qc Direct Fund Lp | Private Equity Fund | Delaware | $25.2M | 1 |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Fisher, Brett, Kevin | Managing Director | Sep 2004 (22y) | 75% or more | |
| Kuan, Leon, Nmn | Managing Director | Dec 2004 (22y) | Less than 5% | |
| Hegstrom, Marina, Olympia | Corporate Controller | Jul 2005 (21y) | Less than 5% | |
| Bartlett, Marshall, Arterton | Managing Director | Nov 2006 (20y) | Less than 5% | |
| Wood, Marcus, James | Managing Director | Nov 2011 (15y) | Less than 5% | |
| Sin, Anthony, Nmn | Fund Controller | Oct 2013 (13y) | Less than 5% | |
| Montclare, Christopher, Paul | Chief Financial Officer And Chief Compliance Officer | Nov 2015 (11y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (11, $6.4B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Evergreen Park Investment Fund, L.P. | Private Equity Fund | $3.4B | $1.0M | 1 |
| Fisher Lynch Co Investment Partnership Iv, L.P. | Private Equity Fund | $1.1B | $1.0M | 1 |
| Fisher Lynch Co Investment Partnership Iii, L.P. | Private Equity Fund | $971M | $1.0M | 1 |
| Fisher Lynch Co Investment Partnership Ii, L.P. | Private Equity Fund | $583M | $1.0M | 2 |
| Flc Nw Direct Fund Lp | Private Equity Fund | $151M | $1.0M | 1 |
| Flc Co Investment Fund V, Lp | Private Equity Fund | $80.7M | $1.0M | 2 |
| Flc Nw Co Investment Fund V, Lp | Private Equity Fund | $50.3M | $1.0M | 1 |
| Fisher Lynch Venture Partnership Ii A, L.P. | Venture Capital Fund | $40.6M | $1.0M | 35 |
| Fisher Lynch Venture Partnership Ii, L.P. | Venture Capital Fund | $32.7M | $1.0M | 16 |
| Fisher Lynch Venture Fund Iii, L.P. | Venture Capital Fund | $26.4M | $1.0M | 22 |
| Flc Qc Direct Fund Lp | Private Equity Fund | $25.2M | $1.0M | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/16/2026 | 4.35 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 16, 2026.
View current Form ADV (SEC/IAPD) ↗