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LYONROSS CAPITAL MANAGEMENT, LLC

WHITE PLAINS, NY · CRD 156637 · IAPD ↗ · lyonross.com · 212-218-3950

$880.5MRegulatory AUM
5Advisory reps
6Employees
4Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

55
April 2026 — LYONROSS CAPITAL MANAGEMENT, LLC reported RAUM up 37% ($642.3M -> $880.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2025 — LYONROSS CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($466.3M -> $642.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.