Lyonross Capital Management, LLC
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Overview
Lyonross Capital Management, LLC is an advisory firm headquartered in White Plains, New York. It handles $414.5 million in assets across one customer account, making it one of the larger firms in the country by assets under management (AUM). It has a small group, including 5 financial advisors. Lyonross Capital Management, LLC is not a registered broker-dealer, meaning the company cannot buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are exchangable fiscal investments such as options, stocks and bonds.
Lyonross Capital Management, LLC manages none of the firm's client assets in a discretionary manner. Discretionary management means that transaction decisions for the client's account are made by a portfolio manager without requiring client approval. It also administers one non-discretionary accounts totaling $414.5 million in assets. The investment advisory firm's average account size is $414.5 million. The average advisor at Lyonross Capital Management, LLC oversees fewer than one client account, placing it among the most individualized advisor firms in the country.
The company's headquarters is located at 445 Hamilton Avenue, White Plains, New York 10601.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Lyonross Capital Management, LLC by the Numbers
$414.5 million
6
1
$414.5 million
Products and Services
Financial services offered by Lyonross Capital Management, LLC can include selection of other advisers and other services. The firm is not involved in selling products or offering services apart from investment advisory services to its investment advisory accounts.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management largely vary depending on the type of financial services provided. Fees charged by the company may include the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Lyonross Capital Management, LLC.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Disclosures
Lyonross Capital Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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