The Lyttle Company, LLC

Overview

The Lyttle Company, LLC is a small, owner-operated limited liability company that provides fee-based portfolio management and related advisory services to individual and family clients. The firm focuses on registered advisory work for a very small client base, offering discretionary management, pension consulting services and publication of market commentary or newsletters. Its fee model is a percentage of assets under management, and it operates without a multi-state or institutional footprint. From an investment posture the firm is conservative and liquidity-focused: its reported asset mix is concentrated in cash and cash equivalents, and all managed assets are discretionary. The firm does use third-party managers for alternative exposure — specifically hedge funds — but it is not structured as a capital allocator. The Lyttle Company, LLC does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices