Lyonross Capital Management, LLC
Firm details
- Headquarters
- White Plains, New York
- CRD number
- 156637
- Registered since
- March 30, 2012
- Website
- www.lyonross.com
- Custodians
- ROYAL BANK OF CANADA, GOLDMAN SACHS & CO. LLC, INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI100%
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
Lyonross Capital Management, LLC is an institutional registered investment adviser organized as an LLC and registered with the SEC in 2012. The firm operates as a capital allocator and concentrates on selecting third‑party managers rather than operating as a traditional in‑house asset manager. Its fee arrangements include percentage-of-AUM fees, fixed fees and performance-based fees. The adviser does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
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
- Private Funds93%
- Exchange Traded Equities3%
- Derivatives2%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2
Piers Playfair
Chief Investment OfficerCRD 1408277
Timothy Bliss
Portfolio Manager, Chief Operating OfficerCRD 6311597
Contacts
1 of 1Taline Festekjian
General CounselCRD 5072019
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
White Plains, NY
Westchester
Location
White Plains, NY
Headquartered in White Plains, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Westchester
- Address
- 50 Main St
- Time zone
- ET (UTC-5)
- Office locations
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