# LYON BERN

LYON BERN is a Multi Family Office based in San Juan, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** San Juan, United States
- **Region:** North America
- **Address:** San Juan, Puerto Rico
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** lyonbern.com

## Regulatory record

- **CRD number:** 301277
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/301277

## About

Lyon Bern is an independent, fiduciary, private wealth and asset management firm dedicated to delivering a higher standard of comprehensive financial planning and investment management. Client strategies are designed and executed through dual disciplines of Financial Architecture and Portfolio Engineering. As a fiduciary RIA, plans and portfolios are grounded in clients' goals, risks, priorities, tax considerations, and long-term vision.

## Sectors

- Real Estate
- Private Credit
- Private Equity
- Venture Capital

## People

- Ricardo Lyon — Managing Partner
- Federico Bern — Managing Partner

## Questions

### What is LYON BERN’s typical investment structure?

LYON BERN prefers direct deals and co-investment structures over blind-pool fund commitments. The firm originates real estate acquisitions, structured credit opportunities, and private equity placements, then syndicates participation among a curated network of family offices and high-net-worth co-investors. This model keeps the principal-agent dynamic tightly aligned and gives limited partners deal-by-deal discretion and transparency.

### Which geographic markets does LYON BERN target?

The firm deploys capital across two primary corridors: the US mainland, with an emphasis on Sunbelt and Southeast real estate markets, and the Caribbean Basin, where it participates in private credit and structured debt transactions. Select Latin American markets round out the geographic footprint, though the US remains the dominant allocation destination.

### Does LYON BERN originate its own deals, or does it rely on external managers?

The firm originates the majority of its deals directly, leveraging the principals' networks across US and Latin American real estate and credit markets. LYON BERN does not function as a fund-of-funds or allocator to external GPs in a conventional sense. When the firm does participate alongside institutional sponsors, it negotiates co-investment side letters rather than committing capital through commingled fund vehicles.

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Last updated: 2026-08-11T15:07:19.634Z

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