SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Lyrical Asset Management LP
New York, NY
CRD 148267
Firm filing updated March 10, 2026 ·
- $7.4BAssets
- 6Advisory staff
- 391Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Performance-based feesYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- High net worth individuals335
- Corporations or other businesses24
- Pension and profit sharing plans9
- Charities9
- Pooled vehicles6
- and 1 more2
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | Fewer than 5 clients | $0 |
| High net worth individuals | 335 | $1.2 billion |
| Banking or thrift institutions | Fewer than 5 clients | $0 |
| Investment companies | 2 | $1.1 billion |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $1.2 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $650.1 million |
| Charitable organizations | 9 | $210.1 million |
| State or municipal government entities (including government pension plans) | Fewer than 5 clients | $994.9 million |
| Other investment advisors | Fewer than 5 clients | $0 |
| Insurance companies | Fewer than 5 clients | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | $0 |
| Corporations or other businesses not listed above | 24 | $1.3 billion |
| Other: "UCITS FUNDS" | Fewer than 5 clients | $660.5 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 5 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other: "PORTFOLIO MANAGEMENT FOR UCITS FUNDS AND PROVISION OF MODELS FOR UMA PROGRAMS"
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other: "PORTFOLIO MANAGEMENT FOR UCITS FUNDS AND PROVISION OF MODELS FOR UMA PROGRAMS"
Assets and accounts
- Regulatory assets$7.4 billion
- Accounts391
- DiscretionaryAll accounts
People
- Employees30
- Advisory staff6
- Broker-dealer reps6
- Licensed insurance agents0
Registration details
- SEC-registered investment advisor. CRD 148267, SEC file 801-71099.
- Registered with the SEC as an investment advisor (status date on record: March 11, 2010).
Is Lyrical Asset Management LP a fiduciary?
Short answer: Lyrical Asset Management LP is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 6 staff are broker-dealer representatives. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.