LYNX ADVISORY PARTNERS

Overview

Lynx Advisory Partners is a privately owned advisory firm that manages portfolios for individuals, families and small institutions. The firm operates as a capital allocator and provides discretionary and non‑discretionary portfolio management, plus selection of third‑party advisers when clients need access to outside managers. Compensation is a percentage‑of‑AUM fee model. Lynx does not position itself as an active ESG investor and is structured to serve individual and family clients rather than wholesale institutional mandates. Investment activity centers on traditional liquid markets with a clear tilt toward fixed‑income solutions and exchange‑traded instruments for the bulk of public exposures. As a capital allocator that uses third‑party managers, Lynx mixes direct liquid holdings with external alternative managers to add diversification and return enhancement where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices