LYNX ADVISORY PARTNERS
LYNX ADVISORY PARTNERS LLC Legal Name
Adviser information for LYNX ADVISORY PARTNERS last updated from Form ADV on February 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 2 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 55 | $101.3M |
| Non-Discretionary | 27 | $62.2M |
| Total | 82 | $163.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 44 | $22.9M |
| HNW Individuals | 38 | $140.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 95 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)CONSULTING SERVICES |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-128010 |
|---|---|
| SEC ERA File Number | 801-128010 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 326594 |
| Legal Entity Identifier | None |
Principal Office
2655 LE JEUNE RDSUITE 905
CORAL GABLES
FL
United States
Monday - Friday, 9AM TO 6PM
Tel: (305) 772-7137, Fax: None
Chief Compliance Officer
JORGE ROSSELL
MANAGING DIRECTOR
2655 LE JEUNE RD
SUITE 905
CORAL GABLES
FL
United States
Tel:
(305) 772-7137
J**@**********M
(Full email address available in API data)
Regulatory Contact
JUAN RIERA
COMPLIANCE CONSULTANT
2600 S. DOUGLAS RD.
908
CORAL GABLES
FL
United States
Tel:
305 448-0014
J*****@*****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ROSSELL GRANADOS, JORGE, NMN | Individual | – | MANAGING DIRECTOR,CCO | 03/2023 | 50-75% |
| Del Rio, Ernesto | Individual | – | MEMBER | 09/2023 | 10-25% |
| MALDONADO OLIVARES, CARLOS | Individual | – | MEMBER | 09/2023 | 10-25% |
| GONZALEZ DE CASTILLA, MIGUEL | Individual | – | MEMBER | 09/2023 | 5-10% |