Lyon Street Management, LLC

Michael W. Lockerd serves as managing member and chief compliance officer of Lyon Street Management, according to SEC regulatory filings. No other named investment professionals or committee structures have been publicly disclosed by the firm.

The firm invests across public equities and fixed income, as indicated by SEC 13F filings. Holdings have included large-cap U.S. equities (e.g., Apple Inc., Microsoft, Alphabet) and corporate bonds. The firm may also engage in private placements, per its Form ADV, though deal-level details are not publicly disclosed.

Lyon Street Management is registered with the SEC as a registered investment adviser, not a single-family office. However, the firm's small team and concentrated ownership structure suggest it may manage capital for a limited number of family or institutional clients, consistent with an RIA serving high-net-worth or institutional investors.

The firm's Form ADV indicates the ability to invest in private placements, but no specific private deal activity has been publicly reported. Most of the firm's disclosed holdings are in liquid public securities via quarterly filings. Without named private investments, it is unclear how actively the firm pursues direct private transactions.

Portfolio holdings from recent 13F filings show exposure to technology, healthcare, and financials. The firm has not publicly stated any sectors it avoids or a targeted sector strategy. Exposure is based on disclosed equity positions, not a stated mandate.