LYELL WEALTH MANAGEMENT LP
Adviser information for LYELL WEALTH MANAGEMENT LP last updated from Form ADV on March 8th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 11 |
|---|---|
| Investment Advisory/Research | 9 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 286 | $1.1B |
| Non-Discretionary | 0 | $0 |
| Total | 286 | $1.1B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 53 | $22.1M |
| HNW Individuals | 232 | $1.1B |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 1 | $3.4M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)Publication of periodicals or newslettersEducational seminars/workshopsTAX ADVICE |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-107892 |
|---|---|
| SEC ERA File Number | 801-107892 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 283521 |
| Legal Entity Identifier | None |
Principal Office
3000 SAND HILL ROADBUILDING ONE, SUITE 135
MENLO PARK
CA
United States
Monday - Friday, 8:00AM - 5:00PM
Tel: 650-353-3692, Fax: 650-681-9832
Websites
Chief Compliance Officer
KEVIN CONNELL
MANAGING DIRECTOR
3000 SAND HILL ROAD
BUILDING ONE, SUITE 135
MENLO PARK
CA
United States
Tel:
650-353-3692
K****@**************M
(Full email address available in API data)
Regulatory Contact
JEFFREY BERRY
MANAGING DIRECTOR
3000 SAND HILL ROAD
BUILDING ONE, SUITE 135
MENLO PARK
CA
United States
Tel:
650-353-3692
J***@**************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LYELL WEALTH MANAGEMENT LLC | Domestic Entity | – | GENERAL PARTNER | 03/2016 | < 5% |
| CONNELL, KEVIN, PHILIP | Individual | LYELL WEALTH MANAGEMENT LLC | MANAGING MEMBER | 03/2016 | 25-50% |
| BENNITT, MATTHEW, ISAAC | Individual | LYELL WEALTH MANAGEMENT LLC | MANAGING MEMBER | 03/2016 | 25-50% |
| BERRY, JEFFREY, GARVIN | Individual | LYELL WEALTH MANAGEMENT LLC | MANAGING MEMBER | 03/2016 | 25-50% |
| TUCK, NANCY, FALKENBERG | Individual | LYELL WEALTH MANAGEMENT LLC | MANAGING MEMBER | 03/2016 | 25-50% |
| CONNELL, KEVIN, PHILIP | Individual | – | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | 03/2016 | 10-25% |
| BENNITT, MATTHEW, ISAAC | Individual | – | MANAGING DIRECTOR | 03/2016 | 10-25% |
| BERRY, JEFFREY, GARVIN | Individual | – | MANAGING DIRECTOR | 03/2016 | 10-25% |
| TUCK, NANCY, FALKENBERG | Individual | – | MANAGING DIRECTOR | 03/2016 | 10-25% |