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Lyon Bern, LLC

Lyon Bern, LLC. CRD 301277

L

CRD: 301277

Lyon Bern, LLC

SAN Juan, PR, 00918
7873957325
www.lyonbern.com
$76.7M Total AUM
$68.3M Disc. AUM
-- 3Y CAGR
5 Employees
220 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
RidgeEagle +more
Established Date
03-06-2020
Office Locations
1

Office Locations

252 Ponce DE Leon Avenue Suite 1403 SAN Juan PR

About Lyon Bern, LLC

Lyon Bern is an independent, fiduciary RIA in San Juan, Puerto Rico providing comprehensive financial planning, wealth/legacy strategy, and in-house investment management. Its “Financial Architecture” framework and “Portfolio Engineering” process build endowment-inspired portfolios across equities/ETFs, fixed income, and private markets (private credit, real estate, private equity). Tiered offerings serve young professionals through multigenerational families, including a Puerto Rico private equity fund.

Team overview

-- AVG AGE
$25.6M AVG AUM / ADVISOR
$348.5K AVG AUM / CLIENT
4.4 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
6yrs Firm Age

Insights

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Accredited Investors

Vital zenith

Asset Classes

Summit Horizon Meridian vital Vector foundation Vector element Catalyst Prime peak Unison

Client Personas

Zenith Ember quantum Vertex foundation

Custodian

Ridge Value Vital Vital Element vital

Investment Themes

Harbor Peak pioneer Focus Insight Crest wave

Investment Vehicles

Meridian Foundation Harbor

Platform

Legacy summit Summit signal

Services

Pioneer Legacy North atlas Vital foundation Ridge optima Pioneer

Technology

Foundation wave North Atlas vertex Catalyst delta Insight matrix

Owner & Executives

R

ROBERTO A BERNAL-FIGUEROA

Managing Member

CRD
#6345673
Ownership
50% but less than 75%
(442) 801-8458
oak.capital@matrixcapital.com
in linkedin.com/in/catalyst-legacy
J

Jose M Crespi Iglesias

--

CRD
#7220840
Ownership
25% but less than 50%
(298) 708-3423
peak.alpha@timbercapital.com
in linkedin.com/in/vital-bridge
H

Horizon glacier

Delta vertex

CRD
#25915
Ownership
22.5%
(603) 504-3519
matrix.crest@radialcapital.com
in linkedin.com/in/capital-peak

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $68,348,313 --
Non-Discretionary $8,321,420 --
Total $76,669,733 --

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Separately Managed Accounts

Total SMA Asset: $67,314,970

$67.3M Total SMA
Equity - Exchange:
12.7%
Public Funds:
16.9%
Private Funds:
13.0%
U.S. Government/Agency:
18.2%
Cash:
12.4%
Corporate - Non-Investment Grade:
17.7%
Derivatives:
9.1%
Asset class Assets Assets %
Equity - Exchange $995,802,831 12.7%
Public Funds $1,325,123,453 16.9%
Private Funds $1,019,325,733 13.0%
U.S. Government/Agency $1,427,056,026 18.2%
Cash $972,279,930 12.4%
Corporate - Non-Investment Grade $1,387,851,190 17.7%
Derivatives $713,528,012 9.1%
Total $7,840,967,175 100.0%

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