Key facts
- LYELL WEALTH MANAGEMENT LP is a other based in MENLO PARK, CA.
- LYELL WEALTH MANAGEMENT LP reports $4.3M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 283521- Regulatory AUM
- $4.3M
- Private fund assets
- —
- Private funds
- —
- Staff
- 11
- Registered office
- MENLO PARK, CA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
Free account
See the whole book
- ·Watchlist + alerts for LYELL WEALTH MANAGEMENT LP's activity
Create free account
No card required
Portfolio
Portfolio — not yet on record
No portfolio companies for LYELL WEALTH MANAGEMENT LP are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.
Frequently asked
- What is LYELL WEALTH MANAGEMENT LP's AUM?
- LYELL WEALTH MANAGEMENT LP manages approximately $4.3M in assets.