Lyonross Capital Management, LLC (New York)
Lyonross Capital Management, LLC is a large advisory firm based in New York. It manages $325.86 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2012.
Lyonross Capital Management provides portfolio management for pooled investment vehicles, selection of other advisers, and portfolio management for seperately managed accounts. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Lyonross Capital Management: assets under management
The assets under management (AUM) of Lyonross Capital Management, LLC is $325.86 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 14% since the beginning of its operation, and $325.86 million of the total AUM is attributable to clients outside of the United States.
Investments
The firm invests in cash and cash equivalents the most. They account for 99% of the total AUM. The second-largest asset type is derivatives, which make up 1% of the firm’s portfolio.Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Lyonross Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Lyonross Capital Management serves?
The only and largest group of clients of Lyonross Capital Management is pooled investment vehicles with 4 clients and $324.89 million of assets under management. Among the 11 most similar advisory firms, Lyonross Capital Management has the 4th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $324.89 million for 4 clients. 82% of the firm’s clients are foreign persons or businesses.
Lyonross Capital Management also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.
Careers at Lyonross Capital Management, LLC
The company employs 8 people that are either part- or full-time employees. 63 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Piers Nigel Playfair has served as the Chief Investment Officer since 1 Jan 2007. Timothy Bliss joined the executive team most recently as the Coo And Portfolio Manager/Trader.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 4 indirect owners.Based in New York
The principal office where Lyonross Capital Management, LLC performs its advisory services is located at 183 Madison Avenue, New York, NY 10016, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-218-3950. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at lyonross.com.
Registered investment advisers similar to Lyonross Capital Management, LLC
- Pco Investment Management
- Columbia River Advisors
- Bard Financial Services
- Hatton Consulting
- Bramwell Capital Management
- Cion Ares Management
- Nipun Capital
- Asset Management Advisors
- Grand Wealth Management
- Canton Hathaway
- Clearfield Capital Management
- Ils Capital Management
- Windsor Investment Advisers
- Net Worth Advisory Group
- Pacific Investment Advisors