Lanyon Advisory Services - aVenture Asset Manager Research
Location
Del Mar, CA, US
Founded
2012
Lanyon Advisory Services specializes in financial planning and asset management for executives and entrepreneurs of rapidly growing companies. The firm focuses on structuring assets and transactions to maximize tax efficiency, helping clients navigate complex financial landscapes including capital gains, income, and estate taxes.
Lanyon Advisory offers comprehensive services tailored to the unique needs of high-growth businesses and their leaders. Their expertise extends to both financial planning and asset management, with a particular emphasis on long-term wealth preservation and growth strategies. The firm's approach is designed to support the financial success of innovative companies and their key stakeholders.
Lanyon Advisory Services - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Portfolio Companies1
Current Portfolio Count1
Top Investment Stages
Seed1 (100.0%)
Stage Mix
Seed 100%
Concentration shown as share of disclosed investments by stage.
