Lynx Advisory Partners LLC (“Lynx Advisory Partners” or the “Firm”) is an investment advisory
firm with its principal place of business located in Coral Gables, Florida, organized as a Delaware
limited liability company on March 22, 2023, and domesticated in Florida as a Foreign Company
on April 11, 2023. As used in this brochure, the words "we," "our," and "us" refer to Lynx
Advisory Partners and the words "you," "your," and "client" refer to you as either a client or
prospective client of our firm. Also, you may see the term "associated person" throughout this
brochure. As used in this brochure, our associated persons refer to our officers, employees, and
all individuals providing investment advice on behalf of our firm.
The direct shareholders of Lynx Advisory Partners are Jorge Rossell, who also serves as the
Firm’s Principal and Chief Compliance Officer (“CCO”), Ernesto del Rio, Carlos Maldonado and
Miguel Gonzalez de Castilla. More information about our related persons is found in Item 10,
Other Financial Industry Activities and Affiliations.
A. SERVICES
Lynx Advisory Partners offers discretionary and non-discretionary investment advisory services
for domestic and foreign high net worth individuals, trusts, family offices and institutions
through separately managed accounts (each a “Client” and collectively the “Clients”). Every
Client sign an investment advisory agreement (“Agreement”), setting forth the relevant terms
and conditions of the advisory relationship with us. Clients may impose reasonable restrictions
on investing in certain securities, types of securities or industry sectors. Lynx Advisory Partners
customizes the nature and scope of its services based on a particular Client’s current and
anticipated financial condition, risk tolerance and goals, and these services may include
consulting on portfolio construction, investment opportunities, hedging of existing assets
and/or such other advisory services as Lynx Advisory Partners and such Client may agree.
Information provided by the Client is also collected during meetings, interviews and/or by
completing questionnaires. Lynx Advisory Partners will work with each Client to establish an
appropriate investment profile. After defining the Client’s appropriate investment profile, the
investment strategy is implemented through a combination of investment products.
For non-discretionary Clients, we provide research, advice and recommendations. However,
you must provide specific consent prior to each transaction. If we enter
into a non-discretionary
arrangement with you, you have an unrestricted right to decline to implement any advice
provided by our Firm.
Within the discretionary portfolio management, Lynx Advisory Partners will define the Client’s
appropriate investment strategy, based on the client’s investment profile and objectives. More
information about the investment strategies is found in Item 8.
In accordance with the Agreement, the Client grants the Adviser full discretionary authority to
invest, reinvest and otherwise deal with the allocated assets in their discretion, including
without limitation the authority to select, allocate and reallocate the assets in your account,
when the Adviser deems it appropriate and without prior consultation with you to buy, sell,
convert and otherwise trade in any security for the allocated assets. The Adviser works with a
disciplined and systematic investment decision process. The approach is built upon financial
market analysis and an economic scenario defined by the Adviser. Fundamental and technical
analysis is used to identify investments for recommendations that are suitable and have a
reasonable basis for recommendations.
The advisory agreement entered by Lynx Advisory Partners shall be in accordance with the
requirements of the Advisers Act and other applicable federal and state law.
Additional services may include implementation of investment recommendations, quarterly
portfolio evaluations, consultation, and assistance with the implementation of suggested
planning strategies.
In conjunction with the implementation of your financial plan and/or the management of your
portfolio, we may manage your assets on a discretionary basis or non-discretionary basis
through our managed account program and/or we may refer you to use the services of
unaffiliated, Third Party Money Managers ("TPMMs"), whose services are described in their
respective Form ADV Disclosure Brochures (only for US-based advisors registered with the SEC
and or the appropriate State(s)). We will determine which programs and strategies are most
appropriate for you, based upon your individual circumstances, needs, and investment
objectives, and, as described below, may exercise discretion in hiring and firing TPMMs for the
management of your account's assets. You will also be provided the TPMM's Form ADV
Disclosure brochure (if applicable).
ASSETS UNDER MANAGEMENT
Lynx Advisory Partners has approximately $112 million in AUMs as of September 22, 2023.