LYRICAL ASSET MANAGEMENT LP

RIASEC RegisteredEst. 2010

Total AUM

$7.4B

Discretionary

$7.4B

100% of AUM

Avg account

$18.9M

Accounts

391

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 148267
Registered since: March 11, 2010
Website: www.lyricalam.com
Custodians: THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Corporations / Businesses18.09%
HNWI16.28%
Pooled Investment Vehicles15.98%
Investment Companies15.53%
State / Municipal Government13.49%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Lyrical Asset Management LP is a SEC-registered limited partnership formed in 2010 that manages capital for both individuals/families and institutions. The firm charges traditional asset-based fees alongside performance-based fees and serves as an investment adviser across several client types: individual and small-business portfolios, investment companies, pooled vehicles, and institutional/business accounts. It does not characterize itself as an active ESG investor and is not a multi-state adviser. Firm affiliations indicate roles beyond advisory work, including functioning as an adviser, a CPO/CTA, and as a sponsor or general partner for pooled investment vehicles.