ALPHYN CAPITAL MANAGEMENT LLC
SEC RegisteredInvestment management for the first years after a sale.
About the firm
Alphyn Capital Management, established in 2019, manages bespoke separately managed accounts for founders in the years following a meaningful liquidity event. The portfolio is built around the client's household and informed by family-capital accounts the principal manages for himself. Alphyn focuses solely on portfolio management with light planning coordination, coordinating with the client's existing CPA and estate attorney.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Bespoke separately managed account portfolio management with light planning coordination; coordination with the client's CPA and estate attorney. Does not prepare tax returns, draft estate documents, sell insurance, arrange lending, or manage household administration.
Who they serve
Founders in the years following a meaningful liquidity event, typically households with $2–30M investable; certain qualified-purchaser-only private funds may become available at roughly $5M+ in qualifying investments.
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 6 | $30M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 2, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ALPHYN CAPITAL MANAGEMENT LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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