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L.s.y., Inc

● SEC registered since 2000CRD 38SEC# 801-57838San Ramon, CA
Export (members)
Reg. AUM
$630.7M
Employees
32
Accounts
1,554
Location
San Ramon, CA

L.s.y., Inc assets under management

L.s.y., Inc operates as an SEC-registered investment adviser based in San Ramon, CA. The firm has been registered since 2000. It reports $630.7 million in regulatory assets under management and employs 32 people.

L.s.y., Inc owners & executives

5 reported
NameTitleOwnershipSince
Elaine Joyce Yee ControlShareholder25-50%2026
Elizabeth Sarah CollinsPrincipal Financial OfficerUnder 5%2026
Emmanuel Sabale Comes ControlChief Compliance OfficerUnder 5%2026
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Frequently asked questions

How much does L.s.y., Inc manage?

L.s.y., Inc reports $630.7 million in regulatory assets under management on its Form ADV.

How many employees does L.s.y., Inc have?

L.s.y., Inc reports 32 employees.

Where is L.s.y., Inc located?

L.s.y., Inc is based in San Ramon, CA and has been SEC-registered since 2000.

Does L.s.y., Inc disclose fund performance?

L.s.y., Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address12667 Alcosta Blvd., Suite 160, San Ramon, CA 94583
Phone925-866-2882
Fax925-866-8989
Office hours9:00 a.m. To 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Regulatory AUM

$630.7M▲ 9%
Jun '25 — $578.1MJul '25 — $578.1MAug '25 — $578.1MSep '25 — $578.1MOct '25 — $578.1MNov '25 — $578.1MDec '25 — $578.1MJan '26 — $578.1MFeb '26 — $578.1MMar '26 — $578.1MApr '26 — $578.1MMay '26 — $578.1MJun '26 — $630.7M
Jun '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 17%
More than 83% of 16,825 advisers

Assets under management

$630.7Mregulatory AUM
Discretionary $628.9MNon-discretionary $1.8M