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⚲
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| Lyell Wealth Management LP
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| |
|---|---|
| CRD # | 283521 |
| SEC # | 801-107892 |
| CIK # | 0001686444 |
| AUM | $1.1 BB (2024-03-08) |
| Employees | 11 (82% Investors, 0% Brokers) |
| Phone | 650-353-3692 |
| Address | 3000 Sand Hill Road Menlo Park, CA 94025 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 80.9 | |
| AAPL | 2,382,844.0 | 38.8 | |
| MSFT | 1,918,222.4 | 34.7 | |
| AMZN | 1,092,997.8 | 30.4 | |
| PANW | 49,011.6 | 26.7 | |
| GOOGL | 1,475,138.5 | 25.3 | |
| META | 434,852.0 | 24.4 | |
| COST | 207,576.9 | 23.0 | |
| WDAY | 36,639.5 | 22.5 | |
| NOW | 94,905.7 | 20.5 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 53 | 22.1 |
| (b) Individuals (high net worth individuals) | 232 | 1,068.8 |
| (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 | 1 | 3.4 |
| (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 | 286 | 1,094.3 |
| By Discretionary | ||
| Discretionary | 286 | 1,094.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 286 | 1,094.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.0 | |
| United States Persons | 1,090.3 | |
| Total | 286 | 1,094.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001686444] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Triangle Securities Wealth Management Inc
✚
|
NC | 1.1 |
|
Charter Oak Capital Management LLC
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|
NH | 1.1 |
|
Retirement Investment Advisors Inc
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|
OK | 1.1 |
|
Isthmus Partners LLC
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|
WI | 1.1 |
|
Crewcial Partners LLC
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|
NY | 1.1 |
|
Triad Advisors LLC
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|
GA | 1.1 |
|
SHP Wealth Management LLC
✚
|
MA | 1.1 |
|
Graves Light Lenhart Wealth Inc
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|
VA | 1.1 |
|
Strategic Wealth Partners Ltd
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|
OH | 1.1 |
|
Martel Wealth Advisors Inc
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|
WA | 1.1 |