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Lyz Capital Advisors LLC (Stamford)


Lyz Capital Advisors LLC is a large advisory firm based in Stamford. It manages $137.39 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Connecticut.

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Lyz Capital Advisors provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lyz Capital Advisors: assets under management

The assets under management (AUM) of Lyz Capital Advisors LLC is $137.39 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -51% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $137.39 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $45.8 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lyz Capital Advisors LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Stamford

The principal office where Lyz Capital Advisors LLC performs its advisory services is located at 1055 Washington Boulevard, Stamford, CT 06901 2204, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-252-5833 or by fax 203-351-1178. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at www.lyz.com.


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