LyonRoss Capital Management provides selecting other managers.
LyonRoss Capital Management lists high-net-worth individuals as clients. Of its assets, 5.8% ($51.5M across 1 account) are managed with discretion; $829M across 1 account is not. Of its clients, 100% are outside the U.S. It advised 4 clients without assets under management last fiscal year.
Share breakdown unavailable
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | Fewer than 5 | 100% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client shares are unavailable because no positive client counts were reported.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | Fewer than 5 | $881M | 100.0% | — |
| Total | Not reported | $881M | 100% | — |
- Clients
- Fewer than 5
- Regulatory AUM
- $881M
- AUM share
- 100.0%
- Avg. per client
- —
Total
- Clients
- Not reported
- Regulatory AUM
- $881M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 100%
- Clients advised without assets under management last fiscal year
- 4
- Private funds advised
- 0
LyonRoss Capital Management is paid through a percentage of assets under management, fixed fees (other than subscription fees) and performance-based fees. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
LCM Capital Holdings, LLC owns 75% or more of LyonRoss Capital Management and is in turn owned by Lyonross Holdings LLC (75% or more). The leadership team of LyonRoss Capital Management includes Chief Investment Officer Piers Playfair and Chief Compliance Officer Taline Festekjian. It has 6 employees, 5 of them in advisory roles.
Leadership
- Taline FestekjianChief Compliance Officer
- Timothy BlissCOO and Head of Research
- Piers PlayfairChief Investment Officer
Staff
- 6 employees
- 5 in advisory functions
- Owns 75% or more of Lyonross Capital Management, LLC
LCM Capital Holdings, LLC
Control person · since September 2012
- Owns 75% or more of LCM Capital Holdings, LLC
Lyonross Holdings LLC
Control person · since September 2012
- Owns 75% or more of Lyonross Holdings LLC
Piers Playfair
Control person · since January 2007
LyonRoss Capital Management’s regulatory assets grew 2.6× from $340M (March 2021) to $881M (March 2026); clients fell from 4 to 0 and employees from 7 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $881M | 0 | 6 | 1 |
| March 2025 | $642M | 0 | 6 | 1 |
| March 2024 | $466M | 0 | 6 | 1 |
| March 2023 | $415M | 0 | 6 | 1 |
| July 2022 | $399M | 0 | 6 | 1 |
| March 2021 | $340M | 4 | 7 | 1 |
Besides its headquarters, LyonRoss Capital Management has 0 offices, with 1 listed address in New York.
New York · 1 listed address
- 50 Main Street, Suite 1240, White PlainsHQ
Contact and registration details
- Legal name
- Lyonross Capital Management, LLC
- Headquarters
- 50 Main Street, Suite 1240, White Plains, NY 10606
- Website
- lyonross.com
- Phone
- 212-218-3950
- SEC file
- 801-73706
- Structure
- Delaware LLC
- Fiscal year end
- December
LyonRoss Capital Management uses Royal Bank of Canada ($793M, 90%), Goldman Sachs ($45.9M, 5%) and Interactive Brokers ($41.4M, 5%) as custodians for its separately managed accounts. LyonRoss Capital Management does not have custody of client assets.
- Royal Bank of CanadaRoyal Bank of Canada · New York, NY · $793M90%
- Interactive BrokersInteractive Brokers LLC · Greenwich, CT · $41.4M5%
- Goldman SachsGoldman Sachs · New York, NY · $45.9M5%
At year end, LyonRoss Capital Management’s separately managed accounts were mostly in funds (93%).
What the accounts hold
- Stocks3%
- Funds93%
- Cash2%
- Other2%
- Derivatives2%
What services does LyonRoss Capital Management offer?
LyonRoss Capital Management provides selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does LyonRoss Capital Management use?
LyonRoss Capital Management’s separately managed account assets are held at Royal Bank of Canada (New York, NY), with $793M, Goldman Sachs (New York, NY), with $45.9M and Interactive Brokers LLC (Greenwich, CT), with $41.4M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does LyonRoss Capital Management have?
LyonRoss Capital Management has 0 investment adviser representatives registered with state securities authorities, out of 6 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does LyonRoss Capital Management invest in?
At the end of its last fiscal year, LyonRoss Capital Management’s separately managed accounts held 93% pooled vehicles (private funds and similar), 3% exchange-traded equities, 2% derivatives and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns LyonRoss Capital Management?
LyonRoss Capital Management is owned through a chain of holding companies by Piers Playfair. Its direct owner is LCM Capital Holdings, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does LyonRoss Capital Management get paid?
LyonRoss Capital Management is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact LyonRoss Capital Management?
LyonRoss Capital Management’s main office is at 50 Main Street, Suite 1240, White Plains, NY 10606. Its phone number is 212-218-3950. Its website is lyonross.com.