# Lyonross Capital Management, LLC

> Lyonross Capital Management, LLC is an SEC-registered investment advisory firm in White Plains, NY, registered since 2012, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 156637
- Filed as: LYONROSS CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: White Plains, NY
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/156637
- AdvisorCensus page: https://advisorcensus.com/firm/lyonross-capital-management-llc-white-plains-ny-156637

## Quick answers

**How is Lyonross Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Lyonross Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.

**How much does Lyonross Capital Management, LLC charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: 0.0875% to 0.25% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Lyonross Capital Management, LLC located?**
Lyonross Capital Management, LLC's principal office is in White Plains, NY, according to its Form ADV.

**Is Lyonross Capital Management, LLC registered with the SEC or a state?**
Lyonross Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 156637.

**How much does Lyonross Capital Management, LLC manage?**
Lyonross Capital Management, LLC reports $880,528,874 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (6% discretionary).

**How have Lyonross Capital Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Lyonross Capital Management, LLC: Regulatory assets under management: $340,429,236 in the October 2021 data and $880,528,874 in the October 2026 data, up 159%. Total employees: 7 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**Which custodians does Lyonross Capital Management, LLC use?**
Lyonross Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Goldman Sachs, Interactive Brokers LLC and Royal Bank of Canada as custodians holding 10% or more of its separately managed account assets.

**Does Lyonross Capital Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/156637

**What changed in Lyonross Capital Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $642,291,391 to $880,528,874 (+37%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Asset-based fee: 0.0875% to 0.25% a year (a range, as the brochure states it)

> LyonRoss receives from its Clients either a monthly fixed consulting fee or a quarterly consulting fee paid in advance or in arrears, depending on the Client’s agreement, ranging from 0.0875% to 0.25% of the fair market value or net asset value

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Goldman Sachs
- Interactive Brokers LLC
- Royal Bank of Canada

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $880,528,874
- Discretionary: $51,499,337
- Non-discretionary: $829,029,537

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $880,528,874 |

### Advisory services (Item 5.G)
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2012 (14 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lyonross.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $340,429,236 | 7 | March 26, 2021 |
| October 2022 | $398,807,876 | 6 | August 25, 2022 |
| October 2023 | $414,541,665 | 6 | March 30, 2023 |
| October 2024 | $466,259,065 | 6 | September 18, 2024 |
| October 2025 | $642,291,391 | 6 | March 26, 2025 |
| October 2026 | $880,528,874 | 6 | March 30, 2026 |

Regulatory assets under management: $340,429,236 in the October 2021 data and $880,528,874 in the October 2026 data, up 159%.
Total employees: 7 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $642,291,391 to $880,528,874 (+37%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lyonross Capital Management, LLC (CRD 156637): Form ADV filing data as of October 2026.