LYON STREET MANAGEMENT, LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 334242
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2CHARLES RUCH
PartnerCRD 5012036
BRIAN TOLLES
PartnerCRD 6359482
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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