Lyon Capital Management, LLC
Firm details
- Headquarters
- Pittsford, New York
- CRD number
- 111311
- Registered since
- March 21, 2012
- Website
- www.lyoncapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI82.24%
- Individuals10.32%
- Pension & Profit Sharing Plans7.44%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Lyon Capital Management, LLC is an independent, SEC-registered investment adviser (registered in 2012) that manages portfolios on a fee-for-assets-under-management basis. The firm serves individuals, families, small businesses and select institutional clients, providing financial planning and discretionary portfolio management. Its documented practice favors liquid, equity-focused strategies rather than ESG-driven mandates.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities68%
- US Government Bonds12%
- Investment Grade Corp Bonds11%
- Public Funds/Mutual Funds4%
- Cash & Cash Equivalents4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Pittsford, NY
Monroe
Location
Pittsford, NY
Headquartered in Pittsford, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.
- Metro area
- Rochester-Batavia-Seneca Falls, NY
- Region
- Northeast
- County
- Monroe
- Address
- 24 B Grove St
- Time zone
- ET (UTC-5)
- Office locations
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