Lynx Advisory Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
Fee options
$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
Account minimum: $200,000
Main office
2655 Le Jeune Rd, Suite 905
Coral Gables FL 33134
Advisors at this office
3
Most active in
Florida · Texas
Also doing business as
Lynx Advisory Partners · Lynx Advisory Partners LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Gonzalo M
Series 65
Coral Gables, FL
Lynx Advisory Partners
Gonzalo Montero is a Series 65 licensed financial advisor with three years of industry experience. He is currently with Lynx Advisory Partners and also serves as a director and board member of QTR Fund Services SARL, a private fund management company based in Luxembourg. His prior roles include positions at Ceres Global Advisory Inc, Benworth Capital Partners LLC, and Banco Santander Corporate & Investment Banking. 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. The firm uses a disciplined investment process combining fundamental and macroeconomic analysis with technical tools, serving a substantial non-U.S. client base and leveraging expertise in international private banking and Latin American markets.
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.
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.
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