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Lynx Advisory Partners

Updated today

Client assets under management

$221,366,192

Clients

113

58% high-net worth

Advisors

3

of 7 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

38

Low

Average account size

$1,958,993

About

Lynx Advisory Partners provides discretionary and non-discretionary investment advisory and portfolio management services to high‑net‑worth individuals, trusts, family offices and institutional clients through separately managed accounts. Services include customized portfolio construction and implementation, periodic portfolio reviews, financial planning consultation, and the use of third‑party portfolio managers for account management.

The firm employs a disciplined, systematic investment process that blends top‑down fundamental and macroeconomic analysis with technical tools, applying strategies across a range of risk profiles from conservative to speculative. Implementation can include long‑ and short‑term positions, derivatives, foreign exchange and alternative investments, and profiles are adjusted to client objectives and market conditions.

What is distinctive about the firm is its substantial non‑U.S. client base and a team background rooted in international private banking and Latin American client relationships, which informs its experience with cross‑border investment and custody arrangements. The firm also regularly engages sub‑advisors (TPMMs), has arrangements to compensate third‑party referrers, and has related‑party involvement with a European alternative investment vehicle, features that may affect how it sources strategies and supervises outsourced managers.

Client services

Portfolio management Selection of other advisers

Expertise

Options & derivatives strategies Private / alternative investments Concentrated stock management Active portfolio management

Occupation focus

Founder/Business Owner

Fee options

Percentage

$200,000 - $500,000: 2.00% $500,001 - $1,000,000: 1.75% $1,000,001 - $3,000,000: 1.50% $3,000,001 - $10,000,000: 1.00% Above $10,000,000+: Negotiable

Other

Account minimum: $200,000

Main office location

Lynx Advisory Partners

2655 Le Jeune Rd, Suite 905

Coral Gables FL 33134, United States

Number of offices

1

Most active in

Florida · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Gonzalo M

Series 65

Coral Gables, FL

Lynx Advisory Partners

Gonzalo Montero is a financial advisor with Lynx Advisory Partners in Coral Gables, FL, holding a Series 65 designation and two years of industry experience. He has previously worked at Banco Santander Corporate & Investment Banking, Ceres Global Advisory Inc, and Benworth Capital Partners LLC. Montero also serves as a board member and director at QTR Fund Services SARL, a private fund management company based in Luxembourg. Lynx Advisory Partners serves high-net-worth individuals, trusts, family offices, and institutional clients with discretionary and non-discretionary separately managed accounts, financial planning, and portfolio implementation. The firm employs a disciplined investment process combining macroeconomic research with fundamental and technical analysis to create multi-asset portfolios and leverages its international private banking experience, particularly with Latin American clients.

Options & derivatives strategies Private / alternative investments Concentrated stock management Active portfolio management Founder/Business Owner
user avatar

Ernesto D

Series 65

Coral Gables, FL

Lynx Advisory Partners

Ernesto Del Rio is a financial advisor at Lynx Advisory Partners with four years of industry experience. He holds a Series 65 designation and has worked previously at Ceres Global Advisory Inc., Credit Agricole Corporate & Investment Bank, and Banco Santander International. Outside of advising, he is a passive shareholder in a Mexican real estate investment company. Lynx Advisory Partners serves high-net-worth individuals, trusts, family offices, and institutional clients with discretionary and non-discretionary separately managed accounts, financial planning, and portfolio implementation. The firm employs a disciplined investment process combining macroeconomic research with fundamental and technical analysis, catering to both domestic and international clients.

Options & derivatives strategies Private / alternative investments Concentrated stock management Active portfolio management Founder/Business Owner
user avatar

Miguel G

Series 66

Coral Gables, FL

Lynx Advisory Partners

Miguel Gonzalez De Castilla is a financial advisor at Lynx Advisory Partners with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including UBS Asesores Mexico and Citigroup. Lynx Advisory Partners serves domestic and foreign high-net-worth individuals, trusts, family offices, and institutional clients, managing approximately $214.8 million in assets. The firm uses a disciplined, systematic investment process combining macroeconomic research with fundamental and technical analysis to construct multi-asset portfolios tailored to various investment profiles.

Options & derivatives strategies Private / alternative investments Concentrated stock management Active portfolio management Founder/Business Owner
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