Lyrical Asset Management LP

RIASEC Registered

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 an institutional registered investment adviser organized as a limited partnership. The firm is SEC-registered (initially registered in 2010) and serves both high-net-worth individuals and families as well as institutional clients. Its advisory activity focuses on discretionary portfolio management across individual accounts, investment companies, pooled vehicles and institutional/business mandates. Compensation combines a percentage-of-AUM fee with performance-based fees. Lyrical’s stated portfolio preference is equity‑oriented and it is not identified as an active ESG investor. The firm also performs sponsor and general‑partner roles for pooled investment vehicles and holds additional industry affiliations consistent with being an operator of private funds and related investment vehicles.