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Lyon Capital Management LLC
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CRD # | 111311 |
SEC # | 801-74497 |
CIK # | |
AUM | $76.1 MM (2023-02-15) |
Employees | 2 (100% Investors, 0% Brokers) |
Phone | 585-248-9821 |
Address | 24B Grove Street Pittsford, NY 14534 |
Source | [IAPD] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 47 | 11.2 |
(b) Individuals (high net worth individuals) | 39 | 57.4 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 5 | 7.6 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 138 | 76.1 |
By Discretionary | ||
Discretionary | 135 | 75.1 |
Non-Discretionary | 3 | 1.1 |
Total | 138 | 76.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 76.1 | |
Total | 138 | 76.1 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Gilbert Financial LLC
✚
|
NY | 0.1 |
Triad Investment Management LLC
✚
|
CA | 0.1 |
Hyland Bruce Tappan
✚
|
NJ | 0.1 |
CK Advisors LLC
✚
|
NY | 0.1 |
TC Advisors Ltd
✚
|
KS | 0.1 |
Pinetree Advisors Corp
✚
|
FL | 0.1 |
Wealthyx LLC
✚
|
TX | 0.1 |
Pacifica Partners Capital Management Inc
✚
|
0.1 | |
Rubin Overseas Ltd
✚
|
0.1 | |
Silveroak Investments LLC
✚
|
NV | 0.1 |