Lyell Wealth Management LP
Firm details
- Headquarters
- Menlo Park, California
- CRD number
- 283521
- Registered since
- May 27, 2016
- Website
- lyellwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI97.07%
- Charitable Organizations1.49%
- Individuals1.24%
- Corporations / Businesses0.19%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Lyell Wealth Management LP is an independent registered investment adviser organized as a limited partnership. The firm is SEC-registered (registration year 2016) and bills clients on a percentage-of-assets-under-management basis. Its client mix includes high-net-worth individuals and families as well as institutional accounts. Core advisory services listed for the firm include financial planning, discretionary portfolio management for individuals and small businesses, manager selection, and educational outreach through publications and seminars. Lyell also functions as a capital allocator, directing client capital to external alternative-fund managers when appropriate.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities64%
- Public Funds/Mutual Funds14%
- Investment Grade Corp Bonds8%
- Private Funds6%
- US Government Bonds3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 95Active vs passive
$350M in ETFs
98%
$342M
0%
$7.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK SEMICONDUCTOR ETF (SMH) | VanEck | Passive | Technology | $46.9M | 76,967 | 13.39% |
Location
Menlo Park, CA
San Mateo
Location
Menlo Park, CA
Headquartered in Menlo Park, 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 Mateo
- Address
- 3000 Sand Hill Rd
- Time zone
- PT (UTC-8)
- Office locations
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