Lyster Watson Management, Inc. (New York)

Name: Lyster Watson Management, Inc.
Address: 888 Seventh Avenue, New York, NY, 10019
Telephone: (212) 841-6800

Lyster Watson Management, Inc. is a large advisory firm based in New York. It manages $390.67 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.

Lyster Watson Management provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lyster Watson Management: assets under management

The assets under management (AUM) of Lyster Watson Management, Inc. is $390.67 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -46% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $390.67 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $32.56 million each.

Lyster Watson Management has custody of $341.17 million in cash and securities for 6 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lyster Watson Management, Inc. 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.

Careers at Lyster Watson Management, Inc.

Robert Carrall Watson has been acting as President since 1 Apr 1993. Steven Joseph Swain joined the executive team most recently as the Chief Operating Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Carrall Watson	President	1 Apr 1993	75% - 100%	601025
Robert Carter Lyster	Secretary/treasurer	1 Apr 1993	75% - 100%	315477
Liza Dale Kahn	Chief financial & operating officer	1 Dec 1999	Other	2507727
Liza Dale Kahn Garber	Chief financial & operating officer	1 Dec 1999	Other	2507727
Liza Garber	Chief financial officer & chief compliance officer	1 Dec 1999	Other	2507727
Steven Joseph Swain	Chief operating officer	1 Jul 2004	Other	2994473

Based in New York

The principal office where Lyster Watson Management, Inc. performs its advisory services is located at 888 Seventh Avenue, New York, NY 10019, 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 (212) 841-6800 or by fax (212) 841-6930. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at www.lysterwatson.com.