Lyell Wealth Management LP

Lyell Wealth Management LP is a limited partnership firm with six advisory employees. Serving an undisclosed number of clients, the SEC lists it as approved with a registration date of May 27, 2016.

• JEFFREY GARVIN BERRY

  MANAGING DIRECTOR owns more than 10% but less than 25%

• KEVIN PHILIP CONNELL

  MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER owns more than 10% but less than 25%

• LYELL WEALTH MANAGEMENT LLC

  GENERAL PARTNER owns less than 5%

• MATTHEW ISAAC BENNITT

  MANAGING DIRECTOR owns more than 10% but less than 25%

• NANCY FALKENBERG TUCK

  MANAGING DIRECTOR owns more than 10% but less than 25%

• JEFFREY GARVIN BERRY

  MANAGING MEMBER owns more than 25% but less than 50%

• KEVIN PHILIP CONNELL

  MANAGING MEMBER owns more than 25% but less than 50%

• MATTHEW ISAAC BENNITT

  MANAGING MEMBER owns more than 25% but less than 50%

• NANCY FALKENBERG TUCK

  MANAGING MEMBER owns more than 25% but less than 50%

• SCHF GPE LLC
• Silver Lake Technology Management LLC
• SAGE Rhino Capital LLC
• Ostra Capital Management LLC
• Altos Ventures Management Inc
• Bordeaux Wealth Advisors LLC
• Nelson Roberts Investment Advisors LLC
• TCMI Inc
• Menlo Equities LLC
• Pantera Advisors LLC

• Analyzing Lyell Wealth Management's Q3 vs Q4 2022 Holdings: A Look at Portfolio Trends

• WORKDAY INC COM USD0.001 CL A $15,938k
• Guidewire Software Inc $14,471k
• PALO ALTO NETWORKS $11,932k
• Amazon.com Inc $9,491k
• MICROSOFT CORP $8,250k
• Facebook Inc $7,679k
• PayPal Holdings Inc $7,619k
• VEEVA SYS INC CL A COM $7,275k
• Apple Inc $6,979k
• JPMORGAN CHASE & CO $6,695k