LYNX ADVISORY PARTNERS LLC

B51
CRD 326594·SEC 801-128010·CORAL GABLES, FL
AUM
$221.4M
$100M-$500M
Est. Revenue
$2.2M
@ 1% on AUM
Est. EBITDA
$664K
@ 30% margin
Est. Deal Value
$5.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LYNX ADVISORY PARTNERS LLC
CRD
326594
SEC file #
801-128010
EIN
DBA names
Lynx Advisory Partners

Economics

AUM
$221.4M
AUM band
$100M-$500M
AUM trajectory
'25'26
$214.8M → $221.4M▲ +3%
Client mix
Individuals High Net Worth66
Individuals Other47

Operations

Employees (total)
7
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'25'26
5 advisors → 6 advisors▲ +20%
Primary office
CORAL GABLES FL
Branches

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
02/24/2026
ADV-W filed at

Compliance

Disclosures (firm)
0
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ROSSELL GRANADOS, JORGE, NMN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
ROSSELL GRANADOS, JORGE, NMN
Del Rio, Ernesto
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
LYNX-AP.COM
Rdap Domain Creation Date
2023-04-17T16:40:58Z
Rdap Firm Age Years
3
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Pershing4
E*trade4
Morgan Stanley3
Interactive Brokers2
Jpmorgan2
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-04-17T16:40:58Z
Rdap Domain Last Changed
2026-04-10T17:24:05Z
Rdap Nameservers
Ns75.domaincontrol.comNs76.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
7396591
Trust Company Affiliate
No