Firm profile

LYONROSS CAPITAL MANAGEMENT, LLC

WHITE PLAINS, NYCRD 156637Latest ADV March 30, 2026

Lyonross Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in White Plains, NY. Its latest Form ADV filing, dated March 30, 2026, reports $881M in regulatory assets under management, 6 employees, and 2 accounts.

Assets Under Management
$881M
Employees
6
Offices
--
Total Clients
<5
Primary office
WHITE PLAINS, NY
50 MAIN STREET, SUITE 1240, WHITE PLAINS, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CCOTaline Festekjian
COOTimothy Bliss
CIOPiers N. Playfair

Advisory services offered

2 types reported
Other advisory services
Selection of other advisers

Fee models offered

3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Categories with <5 clients
High net worth individuals (HNWI)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$881Mas of March 30, 2026
Discretionary5.8%
$51M
6% of total RAUM5.8%
Non-discretionary94.2%
$829M
94% of total RAUM94.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$881M
Total Accounts2
10Y AUM Change+$536M (+155.8%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees6
Clients per Employee
10Y Employee Change-2 (-25.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.