Lyonross Capital Management, Llc
- Regulatory AUM
- $881M
- Discretionary
- $51.5M
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 2
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | Fewer than 5 clients | $881M | 100.0% |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Playfair, Piers, Nigel | Chief Investment Officer | Jan 2007 (20y) | ≈ 28.13% – 75% via Lyonross Holdings Llc | |
| Festekjian, Taline | Chief Compliance Officer | Dec 2012 (14y) | Less than 5% | |
| Bliss, Timothy | Coo And Head Of Research | Jan 2016 (11y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Lcm Capital Holdings, Llc | Managing Member | Sep 2012 | A | 75% or more |
| Lyonross Holdings Llc | Managing Member | Sep 2012 | B | ≈ 37.5% – 75% via Lcm Capital Holdings, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Playfair, Piers, Nigel: 75% – 100% of Lyonross Holdings Llc × 50% – 75% of Lcm Capital Holdings, Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Lyonross Holdings Llc: 50% – 75% of Lcm Capital Holdings, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 906 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Royal Bank Of Canada $793M (90% of AUM) Mar 2026
- Goldman Sachs $45.9M (5% of AUM) Mar 2026
- Interactive Brokers $41.4M (5% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗