RIA Intel›Advisers›LYON BERN, LLC

LYON BERN, LLC

Advisory

SAN JUAN, PR

Data as of Jul 10, 2026 · Source: SEC Form ADV

Rank in PR

#61

of 66 advisers by AUM

Average account

$342K

across 224 accounts

AUM per adviser

$26M

3 advisers

Source: SEC Form ADV. Figures as filed Jul 10, 2026.

Total AUM

$77M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$77M

Discretionary AUM$68M

Non-Discretionary AUM$8M

Discretionary %89.1%

Total Clients212

Team

Total Employees5

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InPR

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

212 clients

36 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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