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: 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 privately organized investment adviser operating as a limited partnership and registered with the SEC since 2010. The firm serves both individual and family clients as well as institutional investors, and it charges asset-based fees alongside performance-fee arrangements. Its advisory scope covers portfolio management across individuals/small businesses, investment companies, pooled investment vehicles, and other business or institutional accounts. Lyrical is not positioned as a separate capital allocator and does not market itself as an ESG-focused investor. The firm also acts in sponsor/GP and related roles for pooled investment vehicles.