Single Family OfficeRIA · CRD 118168SEC-Registered

Updated:

EPL Investment Advisory

EPL Investment Advisory LLC is an SEC-registered investment adviser in Mesa, AZ. The firm manages approximately $22 million in regulatory assets.

EPL Investment Advisory

EPL Investment Advisory LLC is an SEC-registered investment adviser in Mesa, AZ. The firm manages approximately $22 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Principals

Eugene P. Lynch

Principal

Sector focus

Real EstatePrivate CreditInsurance

Frequently asked questions

Who is behind EPL Investment Advisory?

The firm is the single-family office of Eugene P. Lynch. He founded Lynch Corporation, which began in the insurance industry and grew into a diversified holding company with interests in manufacturing, real estate, and industrial operations. His son, Eugene F. Lynch, has also been involved in related business and investment activities over the years.

What is EPL Investment Advisory's investment focus?

EPL concentrates on private credit and real estate lending, often providing direct, secured loans on commercial and industrial properties. The office takes a balance-sheet lending approach, holding loans to maturity rather than syndicating or trading them. It also maintains legacy interests in operating businesses connected to the Lynch family's industrial history.

Does EPL Investment Advisory accept outside capital?

No. EPL Investment Advisory is structured strictly as a single-family office and does not raise third-party capital. It is not a registered investment adviser open to external investors, and it does not operate pooled investment funds. All investments are made with proprietary family capital.

How is EPL related to Lynch Corporation?

Lynch Corporation is the source of the family's wealth. Eugene P. Lynch built it into a diversified holding company over decades. EPL Investment Advisory was established to manage the investment portfolio and family capital generated by those operating businesses, functioning as the post-operating-company steward of the Lynch family's assets.

What is EPL's known posture on co-investments alongside external managers?

The firm largely avoids fund commitments and prefers to originate its own deals directly, particularly in real estate credit. It is not known to participate in broad co-investment clubs or to coinvest alongside institutional private equity or private credit funds. Its deal flow is relationship-driven, sourced through direct borrower contacts and a narrow circle of intermediaries.

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