# LYON BERN, LLC

LYON BERN, LLC of SAN JUAN, PR is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 301277
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/301277/brochure
- Similar advisers: https://search.stillhousedata.com/firm/301277/similar
- Related entities: https://search.stillhousedata.com/firm/301277/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/301277

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.