| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Garvin Berry Control | Managing Director | 10-25% | 2016 |
| Kevin Philip Connell Control | Managing Director And Chief Compliance Officer | 10-25% | 2016 |
| Lyell Wealth Management LLC Control | General Partner | Under 5% | 2016 |
Lyell Wealth Management LP reports $1.3 billion in regulatory assets under management on its Form ADV.
Lyell Wealth Management LP reports 11 employees.
Lyell Wealth Management LP is based in Menlo Park, CA and has been SEC-registered since 2016.
Lyell Wealth Management LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3000 Sand Hill Road, Building One, Suite 135, Menlo Park, CA 94025 |
| Phone | 650-353-3692 |
| Fax | 650-681-9832 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.34B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.34B |