Lynx Advisory Partners

Lynx Advisory Partners LLC is an investment advisory firm based in Coral Gables, FL, established in 2023. The firm specializes in offering discretionary and non-discretionary investment advisory services for high net worth individuals, trusts, family offices, and institutions. Clients can impose reasonable restrictions on investing, and the firm customizes services based on clients' financial condition, risk tolerance, and goals. For discretionary accounts, Lynx Advisory Partners has full discretionary authority to invest and manage assets based on the client's investment profile and objectives. The firm manages approximately $214.8 million in assets under management as of December 31, 2024. Lynx Advisory Partners generally charges asset-based advisory fees ranging from 1.00% to 2.00% based on the assets under management. Clients receive quarterly statements from qualified custodians and can request a complete copy of the firm's brochure at any time. The firm's investment strategies include long-term purchases, short-term purchases, trading, short sales, margin transactions, and option strategies. Lynx Advisory Partners utilizes fundamental and technical analysis to identify suitable investments. The firm discloses that it does not engage in principal transactions, soft dollar arrangements, or receive economic benefits for client referrals. The key individuals at Lynx Advisory Partners include Jorge Rossell, Ernesto del Rio San Sebastian, and Miguel Gonzalez de Castilla, who have extensive experience in the financial industry. They hold various degrees and certifications and have worked at reputable financial institutions before joining Lynx Advisory Partners. The firm operates with a strong focus on client privacy and security, ensuring the protection of confidential client information. Clients can contact the Chief Compliance Officer for any questions or concerns regarding the firm's practices.