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Lyell Wealth Management LP
Jeffrey Berry · Investment Advisor · Multi-Strategy
Lyell Wealth Management LP is an independent, fiduciary wealth management firm headquartered in Menlo Park, California. Founded in 2016 by a team formerly with Atherton Lane Advisers, the firm specializes in providing customized investment management and extensive financial planning for high-net-worth individuals and families. Lyell's collaborative environment leverages collective expertise in investments, tax, and estate planning to deliver tailored financial solutions. The firm's name is inspired by Mount Lyell and geologist Sir Charles Lyell, symbolizing patience and the juxtaposition of stability and change. Lyell operates as an active manager, utilizing thematic research to guide investments across various asset classes, including individual stocks, bonds, and alternative investments.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +23.7% |
| YTD return | +17.5% |
| Sharpe ratio | 3.53 |
| Win rate | 58% |
| AUM | $0.9B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.9B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://lyellwealth.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| GOOGL | Alphabet Inc Class A | 16.7% | +14.4% |
| NVDA | NVIDIA Corporation | 14.9% | +16.5% |
| AAPL | Apple Inc | 6.7% | +27.7% |
| PANW | Palo Alto Networks Inc | 6.5% | +57.6% |
| MSFT | Microsoft Corporation | 5.3% | -0.3% |
| AMZN | Amazon.com Inc | 5.2% | +11.3% |
| JPM | JPMorgan Chase & Co | 4.2% | +11.8% |
| META | Meta Platforms Inc. | 3.9% | -4.1% |
| ASML | ASML Holding NV ADR | 3.8% | +46.0% |
| AMD | Advanced Micro Devices Inc | 3.7% | +90.2% |
| APH | Amphenol Corporation | 3.6% | +20.1% |
| CAT | Caterpillar Inc | 3.3% | +53.0% |
| TSM | Taiwan Semiconductor Manufacturing | 3.2% | +45.4% |
| COST | Costco Wholesale Corp | 3.1% | -4.2% |
| VRT | Vertiv Holdings Co | 3.1% | +22.6% |
| PWR | Quanta Services Inc | 2.8% | +24.3% |
| SHOP | Shopify Inc | 2.7% | +2.6% |
| MS | Morgan Stanley | 2.7% | +22.2% |
| TMO | Thermo Fisher Scientific Inc | 2.4% | +14.5% |
| V | Visa Inc. Class A | 2.2% | -0.8% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | SELL | AMD | 3.7% → 3.7% |
| Sep 14, 2026 | BUY | JPM | 4.2% → 4.2% |
| Sep 14, 2026 | BUY | ASML | 3.8% → 3.8% |
| Sep 14, 2026 | BUY | MS | 2.7% → 2.7% |
| Sep 14, 2026 | BUY | NVDA | 15.0% → 14.9% |
Investment Style Analysis
Lyell Wealth Management LP is widely recognized for employing a Multi-Strategy strategy. As of Sep 18, 2026, the firm oversees approximately $0.9B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 14, Lyell Wealth Management LP made a significant move by reducing the position in AMD. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Lyell Wealth Management employs a planning-centric investment philosophy that integrates customized asset allocation with proactive financial, tax, and estate planning. As an active manager, the firm seeks long-term capital gains and income through a thematic investment approach, preferring individual securities to minimize layers of fees for clients with sufficient wealth. Investment decisions are guided by an internal Investment Committee that evaluates asset class attractiveness based on economic conditions and market valuations. The firm emphasizes a fiduciary standard, ensuring that portfolios are tailored to each client's unique circumstances, risk tolerance, and long-term objectives while proactively managing tax implications through strategies like tax-loss harvesting.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Lyell Wealth Management LP.
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Frequently asked questions
How is the simulated portfolio for Lyell Wealth Management LP constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Lyell Wealth Management LP's largest holding?
As of the latest filing, Lyell Wealth Management LP's top position is Alphabet Inc Class A (GOOGL), representing 16.7% of the portfolio. This reflects a high-conviction bet by the institution.
What is Lyell Wealth Management LP's historical performance and risk profile?
Our simulation indicates a total return of +23.7% with a win rate of 58%. Notably, the portfolio maintains a Sharpe Ratio of 3.53, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Lyell Wealth Management LP primarily invest in?
Lyell Wealth Management LP has a strong preference for the Semiconductors sector, which makes up 21.9% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Lyell Wealth Management LP's portfolio concentrated or diversified?
Lyell Wealth Management LP runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 38.3% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Lyell Wealth Management LP performed in 2026?
Our AI-simulated model portfolio for Lyell Wealth Management LP tracks a Year-to-Date (YTD) return of +17.5%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Jeffrey Berry manage Lyell Wealth Management LP directly?
Yes, Jeffrey Berry serves as the key portfolio manager for Lyell Wealth Management LP, overseeing the investment strategy and final capital allocation decisions.