L.S.Y., INC

L.S.Y., INC of SAN RAMON, CA is an SEC-registered investment adviser (CRD 38). Regulatory assets under management: $630.7M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed, Commissions.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (8)

NameRoleLocation
YEE CLARENCEPRESIDENT, CFO, COO, CCO, TREASURER, SECRETARY; PRESIDENT, CFO, COO, CHIEF COMPLIANCE OFFICER, TREASURER, SECRETARY; PRESIDENT, CFO, COO, CHIEF COMPLIANCE OFFICER, TREASURER, SECRETARY, PFO, POO
LEE LARRY CHAIYACHAIRMAN OF THE BOARD
COCHRAN NICHOLAS COWLESVICE-PRESIDENT
Larry Chaiya LeeCHAIRMAN OF THE BOARD
Nicholas Cowles CochranVICE-PRESIDENT
Emmanuel Sabale ComesCHIEF COMPLIANCE OFFICER
Elizabeth Sarah CollinsPRINCIPAL FINANCIAL OFFICER
Elaine Joyce YeeSHAREHOLDER

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