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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

LYONROSS CAPITAL MANAGEMENT, LLC

CRD 156637

WHITE PLAINS, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1524aa40-ade3-059c-b413-fc1c0f182a6e

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 4
On other graphs: 0
Observed: Feb 14, 2012 to Mar 30, 2026
26 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $881MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $51.5M
Private client RAUM: $881MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 6
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2
SEC number: 801-73706
CRD: 156637
Filings on the tape: 26
First filed: Feb 14, 2012
Latest filed: Mar 30, 2026
Organised: Limited Liability Company, DE
Website: lyonross.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
LYONROSS PARTNERS MASTER FUND LP	Hedge Fund	$49.5M	Mar 26, 2021	26	Feb 14, 2012	dropped	021-98105
LYONROSS LIQUID STRATEGIES MASTER FUND LP	Hedge Fund	$15.6M	Mar 26, 2013	14	Feb 14, 2012	dropped	021-154810

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BLISS, TIMOTHY	COO AND HEAD OF RESEARCH	Na	yes	01/2016	Mar 28, 2014	Sep 18, 2024
FESTEKJIAN, TALINE	CHIEF COMPLIANCE OFFICER	Na	yes	12/2012	Dec 21, 2012	Sep 18, 2024
LCM CAPITAL HOLDINGS, LLC	MANAGING MEMBER	E	yes	09/2012	Mar 26, 2013	Sep 18, 2024
LYONROSS HOLDINGS LLC	MANAGING MEMBER	D	yes	09/2012	Jul 18, 2012	Sep 18, 2024
PLAYFAIR, PIERS, NIGEL	MANAGING MEMBER	E	yes	01/2007	Feb 14, 2012	Sep 18, 2024
PLAYFAIR, PIERS, NIGEL	CHIEF INVESTMENT OFFICER	Na	yes	01/2007	Feb 14, 2012	Sep 18, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$881M	$51.5M	6	5	0	n/a	n/a
2024	Mar 26, 2025	$642M	$29.9M	6	5	0	n/a	n/a
2023	Mar 26, 2024	$466M	$0	6	5	0	n/a	n/a
2022	Mar 30, 2023	$415M	$0	6	5	0	n/a	n/a
2021	Mar 22, 2022	$399M	$0	6	5	0	n/a	n/a
2020	Mar 26, 2021	$340M	$49.5M	7	5	0	1	$49.5M
2019	Mar 17, 2020	$240M	$240M	9	6	0	1	$240M
2018	Mar 28, 2019	$326M	$326M	8	5	0	1	$325M
2017	Mar 28, 2018	$329M	$329M	8	5	0	1	$323M
2016	Mar 31, 2017	$344M	$344M	8	5	n/a	1	$323M
2015	Mar 29, 2016	$319M	$319M	8	5	n/a	1	$319M
2014	Mar 30, 2015	$330M	$330M	7	4	n/a	1	$330M
2013	Mar 28, 2014	$348M	$348M	11	7	n/a	1	$324M
2012	Mar 26, 2013	$335M	$328M	13	8	n/a	2	$308M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$881M	$642M	37.1%	$415M	28.5%	6	6	0	0

Relationships

Affiliated with (1)

← OPTIMA CAPITAL MANAGEMENT, INC.Registered adviserother investment adviser, common control
factForm ADV

Controls (5)

← PLAYFAIR, PIERS, NIGELOwnerMANAGING MEMBER, ownership code E, individual
Feb 14, 2012 to Sep 18, 2024factForm ADV
← FESTEKJIAN, TALINEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Dec 21, 2012 to Sep 18, 2024factForm ADV
← BLISS, TIMOTHYOwnerCOO AND HEAD OF RESEARCH, ownership code NA, individual
Mar 28, 2014 to Sep 18, 2024factForm ADV
← LCM CAPITAL HOLDINGS, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Mar 26, 2013 to Sep 18, 2024factForm ADV
← LYONROSS HOLDINGS LLCOwnerMANAGING MEMBER, ownership code D, domestic entity
Jul 18, 2012 to Sep 18, 2024factForm ADV

Advises (2)

→ LYONROSS PARTNERS MASTER FUND LPPrivate fundHedge Fund, IA, no longer reported
Feb 14, 2012 to Mar 26, 2021factForm ADV
→ LYONROSS LIQUID STRATEGIES MASTER FUND LPPrivate fundHedge Fund, IA, no longer reported
Feb 14, 2012 to Mar 26, 2013factForm ADV

Dated events

Occurred
Mar 30, 2026
Regulatory AUM changed
Lyonross Capital Management, Llc reported RAUM $880.5M, up 37% from $642.3M (2025-03-26 to 2026-03-30)
Form ADVobserved 4 days ago
$238M
Occurred
Mar 26, 2025
Regulatory AUM changed
Lyonross Capital Management, Llc reported RAUM $642.3M, up 38% from $466.3M (2024-09-18 to 2025-03-26)
Form ADVobserved 4 days ago
$176M
Occurred
Mar 26, 2024
Control person left
Cameron Bruce Catania (Officer) no longer on Schedule A of Lyonross Capital Management, Llc (listed 2023-03-30, absent 2024-03-26)
Form ADVobserved 4 days ago
Occurred
Mar 26, 2021
Regulatory AUM changed
Lyonross Capital Management, Llc reported RAUM $340.4M, up 42% from $240.2M (2020-03-17 to 2021-03-26)
Form ADVobserved 4 days ago
$100M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1524aa40-ade3-059c-b413-fc1c0f182a6e
First observed: Feb 14, 2012
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LYONROSS CAPITAL MANAGEMENT, LLC

CRD 156637

WHITE PLAINS, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1524aa40-ade3-059c-b413-fc1c0f182a6e

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:17 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

LYONROSS PARTNERS MASTER FUND LP

Hedge Fund

$49.5M

Mar 26, 2021

Feb 14, 2012

dropped

021-98105

LYONROSS LIQUID STRATEGIES MASTER FUND LP

Hedge Fund

$15.6M

Mar 26, 2013

Feb 14, 2012

dropped

021-154810

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BLISS, TIMOTHY

COO AND HEAD OF RESEARCH

yes

01/2016

Mar 28, 2014

Sep 18, 2024

FESTEKJIAN, TALINE

CHIEF COMPLIANCE OFFICER

yes

12/2012

Dec 21, 2012

Sep 18, 2024

LCM CAPITAL HOLDINGS, LLC

MANAGING MEMBER

yes

09/2012

Mar 26, 2013

Sep 18, 2024

LYONROSS HOLDINGS LLC

MANAGING MEMBER

yes

09/2012

Jul 18, 2012

Sep 18, 2024

PLAYFAIR, PIERS, NIGEL

MANAGING MEMBER

yes

01/2007

Feb 14, 2012

Sep 18, 2024

PLAYFAIR, PIERS, NIGEL

CHIEF INVESTMENT OFFICER

yes

01/2007

Feb 14, 2012

Sep 18, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$881M

$51.5M

n/a

2024

Mar 26, 2025

$642M

$29.9M

n/a

2023

Mar 26, 2024

$466M

n/a

2022

Mar 30, 2023

$415M

n/a

2021

Mar 22, 2022

$399M

n/a

2020

Mar 26, 2021

$340M

$49.5M

2019

Mar 17, 2020

$240M

2018

Mar 28, 2019

$326M

$325M

2017

Mar 28, 2018

$329M

$323M

2016

Mar 31, 2017

$344M

n/a

$323M

2015

Mar 29, 2016

$319M

n/a

$319M

2014

Mar 30, 2015

$330M

n/a

$330M

2013

Mar 28, 2014

$348M

n/a

$324M

2012

Mar 26, 2013

$335M

$328M

n/a

$308M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$881M

$642M

37.1%

$415M

28.5%