Lyons Den Capital
Firm details
- Headquarters
- ,
- CRD number
- 139577
- Website
- www.lyonsdencapital.net
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI50%
- Individuals50%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Lyons Den Capital is an independent registered investment adviser organized as a corporation and owned by an individual. The adviser focuses on private clients—individuals and families—and offers financial planning plus discretionary portfolio management for individuals, small businesses and corporate/institutional accounts. Its fee arrangements include percentage-of-assets, fixed fees and the ability to charge performance-based fees. The firm does not characterize itself as an active ESG investor, is not a multi-state adviser, and is not listed as a capital allocator, pension consultant or related adviser. Services appear concentrated on advisory work rather than wholesale or institutional capital-allocation activities.
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 Equities100%
Contacts
1 of 1Patrick Lyons
PresidentCRD 2628045
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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