Wealth manager, independent · White Plains, NY
Lyonross Capital Management, LLC
SEC-registered investment adviser · CRD 156637 · SEC 801-73706
At a glance
Lyonross Capital Management, LLC is an SEC-registered investment adviser based in White Plains, New York, with $881 million in regulatory assets under management as of its Form ADV filed March 30, 2026. Its largest client group by assets is high-net-worth individuals. By Form ADV it is a wealth manager, ranked 1,753rd of 8,915 wealth managers and 5,786th of 17,210 SEC-registered advisers by assets.
Main office 212-218-3950lyonross.comAs filed on Form ADV
- Regulatory AUM
- $881M
- Rank among wealth managers
- #1,753 of 8,915
- Rank among all SEC RIAs
- #5,786 of 17,210
- Rank in New York
- #1,217 of 2,591
- Clients
- 0
- Accounts
- 2
- Discretionary
- 6% of AUM
- Employees
- 6
- Advisory staff
- 5
- Offices
- 1
Owners and executives on its Form ADV
- Piers N. PlayfairChief Investment Officer
- Taline FestekjianChief Compliance Officer
- Timothy BlissCOO and Head of Research
Custody and brokerage
3 custodians
- Royal Bank of Canada$793M90%
- Goldman Sachs$46M5%
- Interactive Brokers$41M5%
Other RIAs using Royal Bank of CanadaOther multi-custodian RIAs
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | – | $881M | 100% |
Disciplinary disclosures
Lyonross Capital Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗lyonross.com ↗
AtlasMembers
The full record on Lyonross Capital Management, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
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- Rank against 3,846 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Lyonross Capital Management, LLC manage?
Lyonross Capital Management, LLC reports $881 million in regulatory assets under management across 2 accounts, 6% of it on a discretionary basis, on its Form ADV filed March 30, 2026.
What kind of firm is Lyonross Capital Management, LLC?
Lyonross Capital Management, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Lyonross Capital Management, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($881 million).
Does Lyonross Capital Management, LLC have any disciplinary history?
Lyonross Capital Management, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Lyonross Capital Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →