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| Happy Holidays!! thanks for using AUM13F!! |
| Lyon Capital Management LLC
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| CRD # | 111311 |
| SEC # | 801-74497 |
| CIK # | |
| AUM | $87.6 M (2025-02-11) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 585-248-9821 |
| Address | 24B Grove Street Pittsford, NY 14534 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 43 | 12.1 |
| (b) Individuals (high net worth individuals) | 42 | 69.4 |
| (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 | 10 | 6.1 |
| (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 | 160 | 87.6 |
| By Discretionary | ||
| Discretionary | 158 | 86.5 |
| Non-Discretionary | 2 | 1.1 |
| Total | 160 | 87.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 87.6 | |
| Total | 160 | 87.6 |
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|---|---|---|
|
Fox Financial Services Inc
✚
|
NY | 0.1 |
|
Proxy Wealth Advisors LLC
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NY | 0.1 |
|
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NY | 0.1 |
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0.1 | |
|
Sterling Asset Management Co Inc
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0.1 | |
|
Capital Design Private Wealth LLC
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|
NH | 0.1 |
|
Rubin Overseas Ltd
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|
0.1 | |
|
Capital Endurance Group Inc
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|
GA | 0.1 |
|
DMK Advisor Group Inc
✚
|
FL | 0.1 |