Lyell Wealth Management, Lp

Entity
Company
Business address
3000 Sand Hill Road, Building One, Suite 135, 94025 Menlo Park, CA
Phone
650-353-3692
State of incorporation
DE
Fiscal year end
December 31
Signature 13F
Kevin Connell - Chief Compliance Officer
All SEC filings
View on sec.gov
Lyell Wealth Management, Lp has filed 37 SEC EDGAR filings since 2/13/2017

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
N-PX Open Document Open Filing Aug 26, 2025 Jun 30, 2025 028-17772
13F-HR Open Document Open Filing Jul 29, 2025 Jun 30, 2025 028-17772
13F-HR Open Document Open Filing May 8, 2025 Mar 31, 2025 028-17772
13F-HR Open Document Open Filing Feb 3, 2025 Dec 31, 2024 028-17772
13F-HR Open Document Open Filing Oct 23, 2024 Sep 30, 2024 028-17772
N-PX Open Document Open Filing Oct 16, 2024 Jun 30, 2024 028-17772
13F-HR Open Document Open Filing Aug 8, 2024 Jun 30, 2024 028-17772
13F-HR Open Document Open Filing May 3, 2024 Mar 31, 2024 028-17772
13F-HR Open Document Open Filing Feb 2, 2024 Dec 31, 2023 028-17772
13F-HR Open Document Open Filing Oct 31, 2023 Sep 30, 2023 028-17772
13F-HR Open Document Open Filing Aug 4, 2023 Jun 30, 2023 028-17772
13F-HR Open Document Open Filing May 3, 2023 Mar 31, 2023 028-17772
13F-HR Open Document Open Filing Jan 24, 2023 Dec 31, 2022 028-17772
13F-HR Open Document Open Filing Oct 24, 2022 Sep 30, 2022 028-17772
13F-HR Open Document Open Filing Jul 28, 2022 Jun 30, 2022 028-17772
13F-HR Open Document Open Filing May 4, 2022 Mar 31, 2022 028-17772
13F-HR Open Document Open Filing Feb 8, 2022 Dec 31, 2021 028-17772
13F-HR Open Document Open Filing Nov 10, 2021 Sep 30, 2021 028-17772
13F-HR Open Document Open Filing Aug 9, 2021 Jun 30, 2021 028-17772
13F-HR Open Document Open Filing May 7, 2021 Mar 31, 2021 028-17772
13F-HR Open Document Open Filing Feb 4, 2021 Dec 31, 2020 028-17772
13F-HR Open Document Open Filing Nov 4, 2020 Sep 30, 2020 028-17772
13F-HR Open Document Open Filing Jul 30, 2020 Jun 30, 2020 028-17772
13F-HR Open Document Open Filing May 11, 2020 Mar 31, 2020 028-17772
13F-HR Open Document Open Filing Feb 5, 2020 Dec 31, 2019 028-17772
13F-HR Open Document Open Filing Nov 6, 2019 Sep 30, 2019 028-17772
13F-HR Open Document Open Filing Aug 1, 2019 Jun 30, 2019 028-17772
13F-HR Open Document Open Filing May 6, 2019 Mar 31, 2019 028-17772
13F-HR Open Document Open Filing Feb 11, 2019 Dec 31, 2018 028-17772
13F-HR Open Document Open Filing Oct 30, 2018 Sep 30, 2018 028-17772
13F-HR Open Document Open Filing Jul 30, 2018 Jun 30, 2018 028-17772
13F-HR Open Document Open Filing May 7, 2018 Mar 31, 2018 028-17772
13F-HR Open Document Open Filing Jan 30, 2018 Dec 31, 2017 028-17772
13F-HR Open Document Open Filing Oct 26, 2017 Sep 30, 2017 028-17772
13F-HR Open Document Open Filing Jul 27, 2017 Jun 30, 2017 028-17772
13F-HR Open Document Open Filing May 8, 2017 Mar 31, 2017 028-17772
13F-HR Open Document Open Filing Feb 13, 2017 Dec 31, 2016 028-17772