Lynx Advisory Partners LLC

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Lynx Advisory Partners LLC
CRD #326594
SEC #801-128010
CIK #
AUM 221.4 M (2026-02-24)
Employees 7 (86% Investors, 0% Brokers)
Fees
Minimum
Phone305-772-7137
Address2655 Le Jeune Rd
Coral Gables, FL 33134
Source [IAPD] [Website]
Total AUM ($M)
2502001501005002010201520212027
Fees and Compensation — Form ADV Part 2A (2/24/2026) [Brochure]
Item 5 - Fees and Compensation
DESCRIPTION OF COMPENSATION AND BASIC FEE SCHEDULE
Lynx Advisory Partners generally receives asset based advisory fees. The specific manner in
which fees are charged by Lynx Advisory Partners is established in each Agreement. Advisory
fee compensation is derived as fee income based upon the percentage of assets under
management. The annualized advisory fee is based on the following fee schedules:
Client Fees

  Annual Management Fee                          Assets Under Management

           2.00%                                      $200,000 to $500,000

          1.75 %                                     $500,001 to $1,000,000

          1.50 %                                     $1,000,001 to $3,000,000

          1.00 %                                 $3,000,001 up to 10,000,000

        Negotiable                                        Above $10mm

Client relationships are established and exist where the fees are lower than the Fee Schedule
provided above. The Fee Schedule above is negotiated on a case-by-case basis.
Discretionary accounts are generally managed by Third Party Portfolio Managers, selected and
engaged by Lynx Advisory Partners as sub-advisors to the client’s portfolio. Lynx Advisory
Partners will compensate TPPM directly from the advisory fee paid by the client. Please note
that some of the TPPM may be operating under Florida’s De-Minimis Exception from
Registration. Lynx Advisory Partners will always provide supervision over the activities of the
selected TPPMs.

Advisory fees are payable quarterly, in arrears, based on the daily average gross asset value of
the Account[s] during the relevant quarter or, where data is unavailable for a daily average
gross asset value calculation, then the fee calculation shall be based upon the monthly average
gross asset value of the Account[s] during the relevant quarter as reflected on the official
statements reported by the financial institutions that act as brokers and/or custodians of the
Client. Investment advisory services begin on the effective date of the Agreement. If the
Agreement for services is executed at any time other than the first day of a calendar month,
our fees will apply on a pro-rata basis. Lynx Advisory Partners can, in its discretion, waive or
reduce the management fee with respect to any Client. Our fees are also be negotiable;
therefore, arrangements with existing clients may differ. In all such cases, the relevant fees
and terms of payments will be clearly set forth in the Agreement.

We will deduct our fee directly from your designated custodial account through the qualified
custodian holding your funds and securities. We will deduct our advisory fee only when (1) you
have given our firm a written authorization permitting the fees to be paid directly from your
account and (2) the qualified custodian has agreed to deliver an account statement to you at
least quarterly. These account statements will show all the disbursements from your account,
including the amount of any advisory fees paid directly to our firm. You should review all
statements for accuracy. We will also receive a duplicate copy of your account statements.
Refer to the Brokerage Practices section below for additional disclosures.

A.     OTHER FEES AND PAYMENT OF FEES
In addition to, and exclusive of, our investment advisory fees disclosed above, you will also be
charged brokerage commissions, transaction fees, custodian fees and custodian charges, and
other costs and expenses related to your investment account and securities transactions. These
transaction charges are paid to, and retained by, the account custodian for its clearance and
execution services. We do not receive any portion of these commissions, fees, or costs.
As part of our investment advisory services to you, we invest in, or recommend that you invest,
in shares of registered investment companies, Bonds, exchange traded funds ("ETFs"), hedge
funds, and/or other specialty investments. You should be aware that such
companies/investments typically assess a management fee to investors and, in certain cases,
may charge administrative, servicing and/or other fees, including performance fees. Any fees

paid to such companies, or their affiliates are separate and in addition to our advisory fees,
which are disclosed in a fund’s prospectus.
Clients should therefore be aware that they would be paying a higher fee on these assets. To
fully understand the total cost you will incur, you should review all the fees charged by our
Firm, mutual funds, exchange-traded funds, and others.
B.      TERMINATION POLICY

Clients can terminate their contracts without penalty within 5 business days of signing the
advisory contract. Advisory fees are withdrawn directly from the client’s accounts with client
written authorization.
C.      Selection of Other Advisers

Assets managed by TPMMs will be included in calculating our advisory fee, which is based on
the fee schedule set forth in the Portfolio Management Services section in this brochure. Sub-
Advisory fees that we pay to the TPMM are established and payable in accordance with the
sub-advisory agreement between Lynx Advisory Partners and each TPMM.

Item 6 - Performance-based Compensation & Side-by-Side Management

A.      PERFORMANCE-BASED COMPENSATION
Performance-based compensation may create an incentive for the advisor to recommend an
investment that may carry a higher degree of risk to the client.
Performance-based compensation can only be charged to the accounts of qualified clients.
A qualified client is:
     (i) a natural person who, or a company that, immediately after entering into the contract
               has at least $1,100,000 under the management of the investment adviser.
     (ii) a natural person who, or a company that, the investment adviser entering in the
               contract (and any person acting on his behalf) reasonably believes immediately prior
...
Account Minimums and Types of Clients — Form ADV Part 2A (2/24/2026) [Brochure]
Item 7 - Types of Clients

Lynx Advisory Partners offers discretionary and non-discretionary investment advisory services
to domestic and foreign high net worth individuals, trusts, family offices, institutional and
corporate clients.
In general, we require a minimum of $200,000 to open and maintain an advisory account. At
our discretion, we waive this minimum account size. For example, we can waive the minimum if
your account is part of a large relationship, or if you will be bringing additional assets under our
management to meet our minimum.
Lynx Advisory Partners also combine account values for you and your minor children, joint
accounts with your spouse, and other types of related accounts to meet the stated minimum.
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 47 17.3
(b) Individuals (high net worth individuals) 66 204.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 113 221.4
By Discretionary
Discretionary 76 140.8
Non-Discretionary 37 80.6
Total 113 221.4
By Non-United States Persons
Non-United States Persons 191.4
United States Persons 30.0
Total 113 221.4
Firm Profile (Form ADV)
ServesInstitutional, Retail
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