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LYNK CAPITAL MANAGEMENT COMPANY, LLC

JACKSONVILLE, FL · CRD 329038 · IAPD ↗ · lynkcapital.com · 844-489-8454

$359.6MRegulatory AUM
3Advisory reps
6Employees
0Clients
n/aPlanning clients
1Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — LYNK CAPITAL MANAGEMENT COMPANY, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
April 2026 — LYNK CAPITAL MANAGEMENT COMPANY, LLC moved its main office from RALEIGH, NC to JACKSONVILLE, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
April 2026 — LYNK CAPITAL MANAGEMENT COMPANY, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
69
April 2026 — LYNK CAPITAL MANAGEMENT COMPANY, LLC reported RAUM up 60% ($225.2M -> $359.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
73
April 2026 — LYNK CAPITAL MANAGEMENT COMPANY, LLC now reports 1 private fund(s) ($0 gross).
Firm reports private funds for the first time.
Fund administrationCompliance
50
April 2025 — LYNK CAPITAL MANAGEMENT COMPANY, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2025 — SECURITIES CAPITAL PARTNERS MANAGEMENT COMPANY, LLC is now doing business as LYNK CAPITAL MANAGEMENT COMPANY, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
85
February 2024 — SECURITIES CAPITAL PARTNERS MANAGEMENT COMPANY, LLC (RALEIGH, NC) is newly SEC-registered with $178.5M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.