LYON BERN, LLC
LYON BERN, LLC of SAN JUAN, PR is an SEC-registered investment adviser (CRD 301277). Regulatory assets under management: $76.7M. This firm reports disciplinary history on Form ADV.
Registration
- CRD: 301277
- Type: Registered investment adviser
- Location: 252 PONCE DE LEON AVENUE, SAN JUAN, PR, 00918
- Phone: 787-395-7325
- Latest filing: 2026-07-10
- Regulatory AUM: $76.7M
- Discretionary AUM: $68.3M
- Non-discretionary AUM: $8.3M
- Clients: 5
- Accounts: 224
Business model
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Investment cos.
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