# Lynch, Winton & Associates

Lynch, Winton & Associates is a RIA based in San Diego, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** San Diego, United States
- **Region:** North America
- **Address:** San Diego, CA, United States
- **Founded:** 1977
- **Assets under management:** Undisclosed
- **Website:** lynchwinton.com

## Regulatory record

- **CRD number:** 122097
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/122097

## About

LYNCH, WINTON & ASSOCIATES, LLC is a state-registered investment adviser with $5 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

## Sectors

- Real Estate
- Private Credit
- Energy Transition & Renewables

## People

- Peter Lynch — Co-Founder
- Edward Winton — Co-Founder
- David Winton — Managing Principal

## Questions

### Who runs investment decisions at Lynch, Winton & Associates?

David Winton, as managing principal, oversees investment decisions. He represents the second generation of family leadership and has guided the firm's strategy shift from core San Diego real estate into broader Western US commercial and industrial assets. Investment committee composition beyond David Winton is not publicly detailed.

### How does Lynch, Winton & Associates source deals?

The firm relies on private, relationship-driven sourcing in Southern California commercial real estate. Its multi-decade track record and direct-capital posture give it access to off-market transactions, particularly among family-owned sellers who value discretion. Third-generation family members are now building out new origination networks in energy-transition assets.

### What is the firm's posture on fund commitments versus direct deals?

The firm concentrates on direct real estate investments and direct-originated private credit. It has not disclosed a fund-of-funds program or a history of committing capital to third-party real estate managers. Its typical transaction is a direct property acquisition or a bespoke private loan secured by income-producing real estate.

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Last updated: 2026-07-06T01:24:20.601Z

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