Lynx Advisory Partners
Firm details
- Headquarters
- Coral Gables, Florida
- CRD number
- 326594
- Registered since
- November 6, 2023
- Website
- lynx-ap.com
- Custodians
- MORGAN STANLEY & CO. LLC, PERSHING LLC, J.P. MORGAN SECURITIES INC., INTERACTIVE BROKERS LLC, UBS FINANCIAL SERVICES INC., SANTANDER INVESTMENT SECURITIES INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI92.2%
- Individuals7.8%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Lynx Advisory Partners is organized as a limited liability company and operates as an independent, SEC‑registered registered investment adviser (registered in 2023). The firm positions itself as a capital allocator for individual and family clients, charging fees as a percentage of assets under management. Its advisory work includes discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of third‑party managers. The firm does not identify as an active ESG investor. Ownership is listed as individual, and the adviser model emphasizes using external managers alongside in‑house portfolio management capabilities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities33%
- Investment Grade Corp Bonds28%
- US Government Bonds19%
- Public Funds/Mutual Funds11%
- Private Funds6%
Owners & executives
1 of 1Jorge Rossell
Founder and CEOCRD 7396591
Contacts
3 of 4Carlos Maldonado Olivares
Partner and Relationship ManagerCRD 7815908
Miguel Gonzalez De Castilla
Partner and Investment AdvisorCRD 5408505
Gonzalo Montero
Investment AnalystCRD 7479781
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Coral Gables, FL
Miami Dade
Location
Coral Gables, FL
Headquartered in Coral Gables, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 2655 S Le Jeune Rd
- Time zone
- ET (UTC-5)
- Office locations
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