Lyons Wealth Leverage Yield Fund Segregated Portfolio

Lyons Wealth Leverage Yield Fund Segregated Portfolio is reported as a hedge fund in Form ADV private-fund disclosures. The adviser is Lyons Wealth Management, based in Winter Park, Florida, United States.

General hedge fund Under $25M Under $250K minimum

$4.8Mgross assets

$100Kminimum

3owners

3(c)(7)exemption

Disclosure fields

Fund facts

SEC private fund ID805-3613207257

Reference ID484232

JurisdictionCayman Islands

Fund of fundsNo

Master fundYes

Feeder fundNo

Non-US ownership0%

Assets valued0%

Annual auditYes

GAAPYes

Source periodApril 2026

Date submitted04/01/2026 03:58:43 PM

Adviser

Lyons Wealth Management

TypeRegistered investment adviser

SEC number801-70437

CRD150581

Regulatory AUM$109.1M

Compliance signals

Registration exemption not marked Sales limitation not marked No prime broker flag Custodians reported

Service providers

Reported counterparties

General partners

Alexander Read

Auditors

BAKER TILLEY INTERNATIONAL

Custodians

INTERACTIVE BROKERS LLC

Administrators

OAKWOOD FUND SERVICE LIMITED