Lynx Advisory Partners provides portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Lynx Advisory Partners reports 113 clients. They include 66 high-net-worth individuals and 47 individual clients. Of its assets, 63.6% ($141M across 76 accounts) are managed with discretion; $80.6M across 37 accounts are not. Of its clients, 88% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 42% | 8% |
| High-net-worth individuals | 58% | 92% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 47 | $17.3M | 7.8% | $368K |
| High-net-worth individuals | 66 | $204M | 92.2% | $3.09M |
| Total | 113 | $221M | 100% | $1.96M |
- Clients
- 47
- Regulatory AUM
- $17.3M
- AUM share
- 7.8%
- Avg. per client
- $368K
- Clients
- 66
- Regulatory AUM
- $204M
- AUM share
- 92.2%
- Avg. per client
- $3.09M
Total
- Clients
- 113
- Regulatory AUM
- $221M
- AUM share
- 100%
- Avg. per client
- $1.96M
- Clients outside the U.S.
- 88%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Lynx Advisory Partners charges 1.00%–2.00% a year for its Portfolio Management Services. The fee is billed in arrears and is negotiable.
Fee details and sources
Jorge Rossell Granados owns 50% to 75% of Lynx Advisory Partners. It has 7 employees, 6 of them in advisory roles.
Staff
- 7 employees
- 6 in advisory functions
- 3 state-registered reps
- 3 soliciting firms
- Owns 50% to 75% of Lynx Advisory Partners LLC
Jorge Rossell Granados
Control person · since March 2023
- Owns 10% to 25% of Lynx Advisory Partners LLC
Ernesto Del Rio
Control person · since September 2023
- Owns 10% to 25% of Lynx Advisory Partners LLC
Carlos Maldonado Olivares
Control person · since September 2023
- Owns 5% to 10% of Lynx Advisory Partners LLC
Miguel Gonzalez De Castilla
Control person · since September 2023
Lynx Advisory Partners’ regulatory assets grew Infinity× from $0 (June 2023) to $221M (February 2026); employees rose from 1 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $221M | 113 | 7 | 1 |
| Mar 2025March 2025 | $215M | 97 | 6 | 1 |
| Feb 2024February 2024 | $164M | 82 | 5 | 1 |
| Jun 2023June 2023 | $0 | 0 | 1 | 1 |
Besides its headquarters, Lynx Advisory Partners has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 2655 Le Jeune RD, Suite 905, Coral GablesHQ
Contact and registration details
- Legal name
- Lynx Advisory Partners LLC
- Headquarters
- 2655 Le Jeune RD, Suite 905, Coral Gables, FL 33134
- Website
- lynx-ap.com
- Phone
- 305-772-7137
- SEC file
- 801-128010
- Founded
- 2023
- Structure
- Delaware LLC
- Fiscal year end
- December
Lynx Advisory Partners’ named custodians for separately managed accounts include Morgan Stanley ($126M, 60%), Pershing ($48.9M, 23%) and J.P. Morgan ($23.4M, 11%). Lynx Advisory Partners does not have custody of client assets.
- Interactive BrokersInteractive Brokers LLC · Greenwich, CT · $6.84M3%
- Morgan StanleyMorgan Stanley Smith Barney LLC · Purchase, NY · $126M60%
- PershingPershing LLC · Jersey City, NJ · $48.9M23%
- UBS SecuritiesUBS Securities LLC · New York, NY · $3.78M2%
- J.P. MorganJ.P. Morgan Securities LLC · New York, NY · $23.4M11%
- Banco Santander InternationalBanco Santander International · Miami, FL · $552K0%
At year end, Lynx Advisory Partners’ separately managed accounts were largely in bonds (47%) and stocks (33%).
What the accounts hold
- Stocks33%
- Funds17%
- Registered funds11%
- Pooled vehicles6%
- Bonds47%
- Investment grade corporate bonds28%
- U.S. government and agency bonds19%
- Cash3%
How many clients does Lynx Advisory Partners have?
Lynx Advisory Partners has 113 clients and manages $221 million for them, as of February 2026. They include 66 high-net-worth individuals and 47 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 February 2026
What services does Lynx Advisory Partners offer?
Lynx Advisory Partners provides portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Lynx Advisory Partners charge?
Lynx Advisory Partners charges 1.00%–2.00% a year for its Portfolio Management Services. The fee is billed in arrears and is negotiable.
Source: ADV 2A LYNX ADVISORY PARTNERS INITIAL, filed 24 February 2026
Which custodians does Lynx Advisory Partners use?
Lynx Advisory Partners’ separately managed account assets are held at Morgan Stanley Smith Barney LLC (Purchase, NY), with $126M, Pershing LLC (Jersey City, NJ), with $48.9M, J.P. Morgan Securities LLC (New York, NY), with $23.4M, Interactive Brokers LLC (Greenwich, CT), with $6.84M, UBS Securities LLC (New York, NY), with $3.78M and Banco Santander International (Miami, FL), with $552K. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 February 2026
How many financial advisors does Lynx Advisory Partners have?
Lynx Advisory Partners has 3 investment adviser representatives registered with state securities authorities, out of 7 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Lynx Advisory Partners invest in?
At the end of its last fiscal year, Lynx Advisory Partners’ separately managed accounts held 33% exchange-traded equities, 28% investment grade corporate bonds, 19% U.S. government and agency bonds, 11% registered funds (mutual funds, ETFs, BDCs), 6% pooled vehicles (private funds and similar) and 3% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Lynx Advisory Partners?
Lynx Advisory Partners’ direct owners are Jorge Rossell Granados (50% to 75%), Ernesto Del Rio (10% to 25%), Carlos Maldonado Olivares (10% to 25%) and Miguel Gonzalez De Castilla (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 24 February 2026
How does Lynx Advisory Partners get paid?
Lynx Advisory Partners is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Lynx Advisory Partners?
Lynx Advisory Partners’ main office is at 2655 Le Jeune RD, Suite 905, Coral Gables, FL 33134. Its phone number is 305-772-7137. Its website is lynx-ap.com.