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| Lyons Wealth Management LLC
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| |
|---|---|
| CRD # | 150581 |
| SEC # | 801-70437 |
| CIK # | 0001526528 |
| AUM | $159.7 MM (2024-03-26) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 407-951-8710 |
| Address | 280 W Canton Ave Ste 430 Winter Park, FL 32789 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Meerkat Hedge Partners Fund LP | [2012-04-03] | 1.7 | 0.8 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 145 | 130.8 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 28.8 |
| (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 | 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 | 139 | 159.7 |
| By Discretionary | ||
| Discretionary | 139 | 159.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 139 | 159.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 159.1 | |
| Total | 139 | 159.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Mark Cosgrove | 2 | ||
| Lyons Wealth Holdings LLC | 1 | ||
| Alexander Read | 1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001526528] |
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