Lanyon

Active Equity Investment Managementlanyon.com.au

Lanyon Asset Management is an Australian boutique investment manager founded in 2010, running value-oriented, long-only equity portfolios for institutional, family-office, charity, and private investors via pooled funds, Special Purpose Funds, and bespoke mandates.

Company typePrivate
Founded2010
HeadquartersDallas, United States
Headcount501–1,000
GTM typeB2B
OfferingServices

What Lanyon does

Lanyon Asset Management Pty Limited is a specialist Australian investment manager founded in 2010 in South Australia and headquartered in Adelaide, with a second office in Sydney. The firm operates as a value-oriented, high-conviction equity manager running long-only portfolios without the use of derivatives or short selling, under Australian Financial Services Licence 342955. It is led by Portfolio Manager/Chief Investment Officer David Prescott, CFA, who has more than two decades of listed-equity investment experience, supported by a four-person team.

The firm offers three product structures: the flagship Lanyon Investment Fund, Lanyon Special Purpose Funds (with a A$500,000 minimum investment) for wholesale and qualified investors, and bespoke Institutional Mandates for segregated account clients. Its pooled vehicles are distributed via five major Australian wrap platforms — Macquarie Wrap, BT, Praemium, Hub24, and Netwealth — providing multi-channel access through financial advisers. The Special Purpose Funds and mandates extend the firm into the wholesale, family-office, foundation, and institutional segments.

Lanyon's revenue model is a traditional asset-management fee structure: recurring management fees charged on assets under management across its funds and mandates. No revenue, AUM, or performance figures are publicly disclosed in the input, and the firm has no disclosed funding rounds, acquisitions, or external investors. Customer segments explicitly named include institutional investors, family offices, charities and foundations, professional athletes, and private investors, all serviced exclusively within Australia.

Lanyon firmographics

Firmographics

Name: Lanyon
Legal name: Lanyon Asset Management Pty Limited
Website: https://lanyon.com.au
Company type: Private
Founded year: 2010
Operating status: Operating
Headcount range: 501–1,000 employees
Short description: Lanyon Asset Management is an Australian boutique investment manager founded in 2010, running value-oriented, long-only equity portfolios for institutional, family-office, charity, and private investors via pooled funds, Special Purpose Funds, and bespoke mandates.
Ownership category
akta.pro rank

Lanyon industry classification

Industry

Product category: Active Equity Investment Management
NAICS: Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)
SIC: Investment Advice (6282)
akta.pro industry: PRIMARYFSAAACAG
Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions)
Financial & Insurance/Asset & Wealth Management/Registered Investment Advisors (RIAs) & Independent Wealth Managers
SECONDARYFSAAACAL
Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes)
Financial & Insurance/Asset & Wealth Management/Registered Investment Advisors (RIAs) & Independent Wealth Managers

Keywords

Value equity investing
Active fund management
Concentrated equity portfolios
Institutional asset management
Long-only value strategy

Where Lanyon is headquartered

Location

Headquarters

HQ city: Dallas
HQ country: United States
HQ region: North America

Offices2 records

Markets served

Lanyon business model

Business model

GTM type: B2B
Offering type: Services
Cost components: Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

Investment Management Fees: Generates revenue through management fees charged on funds under management. The firm manages the Lanyon Investment Fund and Lanyon Special Purpose Funds for institutional and retail investors.

Pricing tiers

Model	Billing	Price
Other	Multi-year contract	Special Purpose Funds minimum investment
Subscription	Monthly	Lanyon Investment Fund

Go-to-market motion1 record

Distribution channels3 records

Lanyon product offering

Product offering

Core offering

Lanyon is a specialist value-oriented, high-conviction equity investment management firm that manages the Lanyon Investment Fund and Lanyon Special Purpose Funds, and provides tailored institutional mandates. The firm invests in listed companies trading at significant discounts to intrinsic value using a long-only, fundamental research-driven approach without derivatives or short selling, for institutional investors, family offices, charities, foundations, athletes, and private investors.

Product overview

Lanyon is a specialist value-oriented, high-conviction equity investment management firm offering three distinct investment products: the Lanyon Investment Fund (a concentrated equity fund available on multiple wealth management platforms), the Lanyon Special Purpose Funds (single stock opportunities with A$500,000 minimum), and individual mandates for institutional investors. The firm employs a long-only, fundamental research-driven approach without use of derivatives.

Differentiator

Problem solved

Functional benefit

Products and services

Lanyon Investment Fund

Companies that use Lanyon

Customer profile

Segments5 records

Ideal customer profiles5 records

Lanyon technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Integration5 records

Lanyon partnerships and signals

Strategic signal

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Lanyon competitors and assessment

Company assessment

Direct peers

Platinum Asset Management: Sydney-based active equity manager known for concentrated, benchmark-agnostic global value investing; highly comparable investment philosophy and product structure to Lanyon's long-only, high-conviction approach.
Wilson Asset Management: Boutique Australian manager running value-tilted, concentrated equity strategies across listed investment companies and managed funds; directly comparable in style and Australian platform distribution.
VGI Partners (now part of Regal Partners): Australian-founded concentrated value manager with a long-only, high-conviction, benchmark-agnostic approach targeting institutional and wholesale clients; closely mirrors Lanyon's investment DNA at a larger scale.
Cooper Investors: Melbourne-based boutique running concentrated, high-conviction global and Australian equity strategies for institutional and wholesale clients; comparable mandate flexibility and long-term orientation.
Microequities Asset Management: Sydney-based boutique manager running concentrated, long-only value strategies for retail and wholesale clients via Australian platforms; one of the closest size and strategy analogs to Lanyon.
Morphic Asset Management: Australian boutique running a concentrated, long-only global equity value strategy with a focus on discounted cash flow valuation; very similar philosophy and target client mix to Lanyon.
Cadence Capital: ASX-listed boutique running a long-only, concentrated Australian equities strategy targeting fundamental value opportunities; overlaps with Lanyon in style and in accessing retail investors through LIC structures.

Broad incumbents

Magellan Asset Management: Large Australian-listed equity manager with concentrated global value strategies; while substantially larger and broader in product set, it competes for the same institutional and platform-distributed Australian equity mandates.
Pengana Capital Group: Australian multi-affiliate asset manager with several value- and fundamental-tilted equity strategies; competes with Lanyon for similar institutional and platform-distributed mandates but across a wider product set.
Perpetual Investments: Major Australian incumbent with value-oriented Australian equities strategies and broad platform distribution; relevant incumbent competitor for both institutional mandates and platform-distributed retail flows.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Lanyon compliance and trust

Trust signal

Compliance1 record

Lanyon financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Lanyon leadership team

Management profile

Number of profiles

Profiles4 records

Lanyon funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Lanyon M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Lanyon

What does Lanyon do?

Is Lanyon a public or private company?

Lanyon is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Lanyon founded?

Lanyon was founded in 2010. It employs 501 to 1,000 people.

Where is Lanyon based?

Lanyon is headquartered in Dallas, United States, in the North America region.

How does Lanyon make money?

One revenue line is on record: investment Management Fees.

Who are Lanyon's main competitors?

Direct peers on record are Platinum Asset Management, Wilson Asset Management, VGI Partners (now part of Regal Partners), Cooper Investors, Microequities Asset Management, Morphic Asset Management and Cadence Capital. Broad incumbents are Magellan Asset Management, Pengana Capital Group and Perpetual Investments.

Does Lanyon have an API?

No public API is recorded for Lanyon.

What industry is Lanyon in?

Lanyon's product category is Active Equity Investment Management. Its primary akta.pro industry code is FSAAACAG, Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions), with a secondary code of FSAAACAL, Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes). Its NAICS code is 523940 and its SIC code is 6282.