Lyford Group International Ltd. (New York)

Name: Lyford Group International Ltd.
Address: 375 Park Avenue, New York, NY, 10152
Telephone: 212-500-1600

Lyford Group International Ltd. is a mid-sized advisory firm based in New York. It manages $49.08 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2006.

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

Lyford Group International: assets under management

The assets under management (AUM) of Lyford Group International Ltd. is $49.08 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $49.08 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $16.36 million each.

Lyford Group International has custody of $1.15 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lyford Group International Ltd. 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 Lyford Group International Ltd.

Samer Marwan Nsouli has been acting as President since 1 Oct 2003. Meredith Lynn Milazzo joined the executive team most recently as the Controller & Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Samer Marwan Nsouli	Director	1 Oct 2003	Other	2285451
Lyford Group Asset Management Ltd.	Shareholder	1 Oct 2003	75% - 100%	foreign
Joseph Adrian Bucci	Chief compliance officer	1 May 2004	Other	2954927
John Michael Forelle	Director	1 Dec 2005	Other	5125295
John Chung	Chief compliance officer	1 Mar 2009	Other	5653131
Daniel Marc Solomon	President & chief operating officer	1 Mar 2009	Other	2269577
Pieter August Hoets	Director	1 Jun 2009	Other	5129026
Gregory Djerejian	Director	1 Jun 2009	Other	5124791
Meredith Lynn Milazzo	Controller & chief compliance officer	1 Apr 2010	Other	1719466
Eric Lee Pickens	Cfo & chief compliance officer	1 Apr 2010	Other	1719466

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Lgam Holdings Ltd.	Shareholder	1 Oct 2003	75% - 100%	foreign
Royal Bank Of Canada Trust Company (Bahamas) Limited	Shareholder	1 Oct 2003	75% - 100%	foreign

Based in New York

The principal office where Lyford Group International Ltd. performs its advisory services is located at 375 Park Avenue, New York, NY 10152, 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 212-500-1600 or by fax 212-500-1650. The normal business hours are 9 am to 5 pm on Monday - Friday. You can find more information about the New York firm at www.lyfordfund.com is the firm's website address. information related to private funds managed by the firm is password protected.