LYON STREET MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
334242

Firm profile

FINTRX

Overview

Lyon Street Management, LLC is a small, privately owned investment adviser organized as a limited liability company and appears to concentrate its activity on a single private fund vehicle rather than on a broad roster of retail advisory clients. The firm is structured under individual ownership and does not identify as an active ESG investor or as a multi-state adviser. Its public profile shows an emphasis on pooled, manager-led strategies rather than discretionary RIA accounts for a wide client base. The available reporting frames Lyon Street as a boutique manager operating through a hedge fund vehicle. That setup suggests the firm designs active, manager-driven mandates where allocation and trading decisions are made inside the fund structure rather than through separately managed accounts. Ownership data indicates a compact group of stakeholders tied to the fund, which typically results in concentrated governance and decision-making.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • CHARLES RUCH

    PartnerCRD 5012036

  • BRIAN TOLLES

    PartnerCRD 6359482

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
38 Keyes Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth