Lyons Wealth Management LLC

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Assets, Funds, Holdings

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Lyons Wealth Management LLC
CRD #150581
SEC #801-70437
CIK #
AUM $154.8 MM (100% Disc, 99% US)
Employees4 (50% Investors, 0% Brokers)
Phone407-951-8710
Address1470 Gene Street
Winter Park, FL 32789
Links IAPDexternal Websiteexternal LinkedInexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
UPS 93,620.0 14.7
AAPL 843,560.0 14.4
NTAP 16,120.0 2.7
BEAT 2,260.0 1.8
PFF 1.3
XOM 337,850.0 1.2
TXN 99,900.0 1.0
HD 206,070.0 1.0
DG 31,470.0 1.0
INTC 239,910.0 1.0
View All
Holdings by Sector ($BB)
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF Meerkat Hedge Partners Fund LP 2009-11-04external
1.7
0.8
View All
Fund Directors # Filings # Firms
Mark Cosgrove 3 1
Lyons Wealth Holdings LLC 3 1
Alexander Read 2 1
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0.2
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0.2
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55I LLC
MA
0.2
Gator Capital Management LLC
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0.2
Ategra Capital Management LLC
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0.2
Coburn Barrett LLC
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0.2
Nuwave Investment Management LLC
NJ
0.2