Lynx Advisory Partners Llc
- Regulatory AUM
- $221M
- Discretionary
- $141M
- Clients
- 113
- Avg AUM / client
- $2.0M
- Accounts
- 113
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Feb 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 47 | $17.3M | 7.8% |
| High net worth individuals | 66 | $204M | 92.2% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Rossell Granados, Jorge, Nmn | Managing Director,Cco | Mar 2023 (3y) | 50% – 75% | |
| Ernesto Del Rio | Member | Sep 2023 (3y) | 10% – 25% | |
| Maldonado Olivares, Carlos | Member | Sep 2023 (3y) | 10% – 25% | |
| Miguel Gonzalez De Castilla | Member | Sep 2023 (3y) | 5% – 10% | |
| Gonzalo Montero | Registered representative | Apr 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/24/2026 | 945 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Morgan Stanley $126M (57% of AUM) Feb 2026
- Pershing $48.9M (22% of AUM) Feb 2026
- J.P. Morgan $23.4M (11% of AUM) Feb 2026
- Nbc Securities, Inc. $22.8M (20% of AUM) Nov 2023
- Interactive Brokers $6.8M (3% of AUM) Feb 2026
- UBS $3.8M (2% of AUM) Feb 2026
- Banco Santander International $552K (0% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 24, 2026.
View current Form ADV (SEC/IAPD) ↗