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| Lyons Wealth Management LLC
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| CRD # | 150581 |
| SEC # | 801-70437 |
| CIK # | 0001526528 |
| AUM | 109.1 M (2026-04-01) |
| Employees | 4 (75% Investors, 50% Brokers) |
| Phone | 407-951-8710 |
| Address | 280 W Canton Ave Ste 430 Winter Park, FL 32789 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 11.4 | ||
| United Parcel Service Inc | 3.0 | ||
| Microsoft Corp | 1.9 | ||
| Walt Disney Co | 0.7 | ||
| Boeing Co | 0.6 | ||
| Occidental Petroleum Corp /DE/ | 0.6 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Lyons Wealth Leverage Yield Fund Segregated Portfolio | 2025-04-01 | 4.8 M | |
| HF | Meerkat Hedge Partners Fund LP | [2012-04-03] | 1.7 M | 0.8 M |
| Filed 2012-02-08 (D/A) · Exemption 506, 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 106 | 83.1 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 17.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 4.8 |
| (g) Pension and profit sharing plans | 4 | 3.4 |
| (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 | 112 | 109.1 |
| By Discretionary | ||
| Discretionary | 112 | 109.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 112 | 109.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 108.7 | |
| Total | 112 | 109.1 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Mark Cosgrove | Executive Officer | 2 | 2 | |
| Lyons Wealth Holdings LLC | Promoter | 1 | 1 | |
| Alexander Read | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001526528] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
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|---|---|---|
|
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Standard Partners LLC
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AMH Equity Ltd
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|
A Sling & A Stone Incorporated
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TX | 104.6 M |
|
Cedarview Capital Management LP
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|
Cruiser Capital Advisors LLC
✚
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CT | 104.4 M |