$221.4M Total AUM
$140.8M Disc. AUM
-- 3Y CAGR
7 Employees
113 ADV. Clients
3 yrs Firm Age
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- Custodian
- Interactive Brokers · JP Morgan · Morgan Stanley · Pershing · UBS
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-01-2023
- Office Locations
- 3
Office Locations
2655 LE Jeune RD Suite 905 Coral Gables FL
-- Cdmx --
-- Laredo --
About Lynx Advisory Partners
Lynx Advisory Partners is a Coral Gables-based RIA with 3 offices. The firm has been operating for 3 years. Managing $221.4M in total assets under management, with 6 advisory representatives. They custody assets with Interactive Brokers and JP Morgan. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$36.9M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
2.2 yrs AVG TENURE
7 Employees
6 Advisory Reps
3 RIA Reps
3yrs Firm Age
Insights
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Accredited Investors
Delta vital
Asset Classes
Alpha Summit atlas Momentum harbor Insight crest Pioneer
Client Personas
Catalyst
Custodian
Crest wave North oak Atlas ridge Catalyst prime Zenith element Radial wave
Investment Themes
Peak matrix Signal summit Foundation Peak oak
Investment Vehicles
Vertex Oak legacy
Services
Unison Pioneer Focus Frontier
Owner & Executives
J
JORGE ROSSELL GRANADOS
Chief Compliance Officer, Financial Services Consultant, MANAGING DIRECTOR
- CRD
- --
- Ownership
- 50% but less than 75%
(346) 752-5734
horizon.legacy@foundationcapital.com
in linkedin.com/in/pioneer-vertex
E
Ernesto Del Rio
--
- CRD
- #7363229
- Ownership
- 10% but less than 25%
(597) 956-6628
fusion.element@ridgecapital.com
in linkedin.com/in/fusion-oak
B
Beacon momentum
Peak frontier
- CRD
- #58871
- Ownership
- 2.7%
(861) 661-3924
insight.summit@primecapital.com
in linkedin.com/in/alpha-capital
Showing 2 of 4 owners & executives
Unlock allContacts
G
Gonzalo Montero
--
- CRD
- #7479781
(295) 512-2686
pioneer.oak@vitalcapital.com
in linkedin.com/in/frontier-legacy
Showing 1 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $140,757,951 | $1,852,078 |
| Non-Discretionary | $80,608,241 | $2,178,601 |
| Total | $221,366,192 | $1,958,993 |
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Separately Managed Accounts
Total SMA Asset: $221,366,192
Equity - Exchange:
18.6% Corporate - Investment Grade:
6.9% U.S. Government/Agency:
19.9% Public Funds:
18.9% Private Funds:
15.8% Cash:
19.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,213,099,367 | 18.6% |
| Corporate - Investment Grade | $450,020,733 | 6.9% |
| U.S. Government/Agency | $1,297,885,882 | 19.9% |
| Public Funds | $1,232,665,486 | 18.9% |
| Private Funds | $1,030,482,258 | 15.8% |
| Cash | $1,297,885,881 | 19.9% |
| Total | $6,522,039,607 | 100.0% |