LYONROSS CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2012
Total AUM
$881M
Discretionary
$51.5M
6% of AUM
Avg account
$440M
Accounts
2
Employees
6
Advisory reps
3

Firm details

Headquarters
WHITE PLAINS, New York
CRD number
156637
Registered since
March 30, 2012
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

FINTRX

Overview

Lyonross Capital Management, LLC is an independent registered investment adviser, operating as a capital allocator that mainly places client capital with third‑party managers. The firm is structured as a limited liability company and has been SEC‑registered since 2012. Its advisory model emphasizes selection of other advisers rather than running concentrated in‑house long‑only equity strategies; the firm performs manager due diligence and implements allocations across externally managed private investment vehicles. Fee arrangements are flexible and include percentage‑of‑AUM billing, fixed fees and performance‑based fees, which suggests Lyonross can both manage advisory mandates and sponsor or allocate to performance‑oriented fee structures. The firm does not identify as an active ESG investor and is not registered as a multi‑state adviser, which points to a concentrated geographic footprint and a focus on traditional risk/return drivers rather than ESG integration.

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

Asset composition

Asset composition: Private Funds 93%, Exchange Traded Equities 3%, Derivatives 2%, Cash & Cash Equivalents 2%93%
  • 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 1
  • TALINE FESTEKJIAN

    General CounselCRD 5072019

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth