DFX Intelligence

Data Factory

RIA / WealthRegistered adviserother adviserSEC registeredRAUM 1b 10b

LYRICAL ASSET MANAGEMENT LP

CRD 148267

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8742bc3d-bb99-42d6-e1eb-914906b3f8f7

Data as of Mar 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 2
On other graphs: 1
Observed: Mar 30, 2012 to Mar 10, 2026
22 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

Lyrical Asset Management LP

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: other adviserderivedprivate_client_share=0.16 fund_share=0.32 institutional_share=0.25 related_bd=false related_bank=true bd_reps=6.0
Regulatory AUM: $7.4BItem 5.F on the latest filing (2026-03-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $7.4B
Private client RAUM: $1.2BderivedItem 5.D individuals plus high net worth individuals
Private client share: 16%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 30
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 391
Individual clients: 0
High net worth clients: 335
Private funds: 2Schedule D 7.B(1)
SEC number: 801-71099
CRD: 148267
Filings on the tape: 22
First filed: Mar 30, 2012
Latest filed: Mar 10, 2026
Organised: Limited Partnership, DE
Website: lyricalvaluefunds.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
LYRICAL LONG-ONLY PARTNERS II LP	Other Private Fund	$741M	Apr 1, 2024	11	Mar 22, 2018	reported	021-308390
LYRICAL LONG-ONLY PARTNERS LP	Other Private Fund	$196M	Apr 1, 2024	20	Mar 31, 2015	reported	021-236173
LYRICAL LONG/SHORT VALUE PARTNERS LP	Hedge Fund	$22.8M	Mar 22, 2018	5	Mar 31, 2015	dropped	021-236141

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
GAGE, EDWARD, PEYTON	CHIEF FINANCIAL OFFICER	Na	yes	07/2008	Mar 30, 2012	Apr 1, 2024
KESWIN, JEFFREY, ALAN	GENERAL PARTNER	D	yes	07/2008	Mar 30, 2012	Apr 1, 2024
KESWIN, JEFFREY, ALAN	MANAGING PARTNER	Na	yes	07/2008	Mar 30, 2012	Apr 1, 2024
LYRICAL ASSET MANAGEMENT GP LLC	GENERAL PARTNER	E	yes	07/2008	Mar 31, 2015	Apr 1, 2024
MOSES, JEFFREY, MARK	CHIEF COMPLIANCE OFFICER	Na	yes	07/2008	Mar 30, 2012	Apr 1, 2024
WELLINGTON, ANDREW, BRIAN	GENERAL PARTNER	D	yes	07/2008	Mar 30, 2012	Apr 1, 2024
WELLINGTON, ANDREW, BRIAN	MANAGING PARTNER, CHIEF INVESTMENT OFFICER	Na	yes	07/2008	Mar 30, 2012	Apr 1, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
LYRICAL PARTNERS, L.P.	n/a	Former SEC adviser	$119M	N	yes	n/a
LYRICAL-ANTHEUS MANAGEMENT, L.P.	n/a	Former SEC adviser	n/a	N	yes	n/a
LYTICAL VENTURES LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 10, 2026	$7.4B	$7.4B	30	6	0	2	n/a
2024	Mar 12, 2025	$6.8B	$6.8B	30	6	0	2	n/a
2023	Mar 27, 2024	$6.5B	$6.5B	33	6	0	2	$937M
2022	Mar 29, 2023	$5.8B	$5.8B	31	6	0	2	$592M
2021	Mar 30, 2022	$8.1B	$8.1B	32	5	0	2	$834M
2020	Mar 30, 2021	$7.3B	$7.3B	27	4	0	2	$834M
2019	Mar 16, 2020	$7.4B	$7.4B	27	4	0	2	$644M
2018	Mar 29, 2019	$6.8B	$6.8B	29	4	0	2	$622M
2017	Mar 22, 2018	$8.3B	$8.3B	27	4	0	3	$1.0B
2016	Mar 28, 2017	$5.9B	$5.7B	25	4	n/a	2	$591M
2015	Mar 15, 2016	$4.2B	$4.1B	19	3	n/a	2	$396M
2014	Mar 31, 2015	$3.3B	$3.3B	16	3	n/a	2	$319M
2013	Mar 31, 2014	$1.6B	$1.6B	15	2	n/a	n/a	n/a
2012	Feb 15, 2013	$385M	$385M	12	2	n/a	n/a	n/a
2011	Mar 30, 2012	$316M	$316M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$7.4B	$6.8B	8.4%	$5.8B	8.6%	30	30	0	0

Relationships

Affiliated with (4)

→ LYRICAL PARTNERS, L.P.Registered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
→ LYRICAL-ANTHEUS MANAGEMENT, L.P.Registered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
← LYRICAL-ANTHEUS MANAGEMENT, L.P.Registered adviserother investment adviser, common control
factForm ADV
← LYRICAL PARTNERS, L.P.Registered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV

Advises (3)

→ LYRICAL LONG-ONLY PARTNERS II LPPrivate fundOther Private Fund, IA
Mar 22, 2018 to presentfactForm ADV
→ LYRICAL LONG-ONLY PARTNERS LPPrivate fundOther Private Fund, IA
Mar 31, 2015 to presentfactForm ADV
→ LYRICAL LONG/SHORT VALUE PARTNERS LPPrivate fundHedge Fund, IA, no longer reported
Mar 31, 2015 to Mar 22, 2018factForm ADV

Controls (5)

← KESWIN, JEFFREY, ALANOwnerGENERAL PARTNER, ownership code D, individual
Mar 30, 2012 to Apr 1, 2024factForm ADV
← MOSES, JEFFREY, MARKOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 30, 2012 to Apr 1, 2024factForm ADV
← WELLINGTON, ANDREW, BRIANOwnerGENERAL PARTNER, ownership code D, individual
Mar 30, 2012 to Apr 1, 2024factForm ADV
← GAGE, EDWARD, PEYTONOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Mar 30, 2012 to Apr 1, 2024factForm ADV
← LYRICAL ASSET MANAGEMENT GP LLCOwnerGENERAL PARTNER, ownership code E, domestic entity
Mar 31, 2015 to Apr 1, 2024factForm ADV

Dated events

Occurred
Mar 29, 2023
Regulatory AUM changed
Lyrical Asset Management Lp reported RAUM $5.8B, down 28% from $8.1B (2022-03-30 to 2023-03-29)
Form ADVobserved 3 days ago
$-2.3B
Occurred
Mar 22, 2018
Regulatory AUM changed
Lyrical Asset Management Lp reported RAUM $8.3B, up 42% from $5.9B (2017-03-28 to 2018-03-22)
Form ADVobserved 3 days ago
$2.5B

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8742bc3d-bb99-42d6-e1eb-914906b3f8f7
First observed: Mar 30, 2012
Last observed: Mar 10, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LYRICAL ASSET MANAGEMENT LP

CRD 148267

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8742bc3d-bb99-42d6-e1eb-914906b3f8f7

Data as of Mar 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:23 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

LYRICAL LONG-ONLY PARTNERS II LP

Other Private Fund

$741M

Apr 1, 2024

Mar 22, 2018

reported

021-308390

LYRICAL LONG-ONLY PARTNERS LP

Other Private Fund

$196M

Apr 1, 2024

Mar 31, 2015

reported

021-236173

LYRICAL LONG/SHORT VALUE PARTNERS LP

Hedge Fund

$22.8M

Mar 22, 2018

Mar 31, 2015

dropped

021-236141

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GAGE, EDWARD, PEYTON

CHIEF FINANCIAL OFFICER

yes

07/2008

Mar 30, 2012

Apr 1, 2024

KESWIN, JEFFREY, ALAN

GENERAL PARTNER

yes

07/2008

Mar 30, 2012

Apr 1, 2024

KESWIN, JEFFREY, ALAN

MANAGING PARTNER

yes

07/2008

Mar 30, 2012

Apr 1, 2024

LYRICAL ASSET MANAGEMENT GP LLC

GENERAL PARTNER

yes

07/2008

Mar 31, 2015

Apr 1, 2024

MOSES, JEFFREY, MARK

CHIEF COMPLIANCE OFFICER

yes

07/2008

Mar 30, 2012

Apr 1, 2024

WELLINGTON, ANDREW, BRIAN

GENERAL PARTNER

yes

07/2008

Mar 30, 2012

Apr 1, 2024

WELLINGTON, ANDREW, BRIAN

MANAGING PARTNER, CHIEF INVESTMENT OFFICER

yes

07/2008

Mar 30, 2012

Apr 1, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

LYRICAL PARTNERS, L.P.

n/a

Former SEC adviser

$119M

yes

n/a

LYRICAL-ANTHEUS MANAGEMENT, L.P.

n/a

Former SEC adviser

n/a

yes

n/a

LYTICAL VENTURES LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 10, 2026

$7.4B

n/a

2024

Mar 12, 2025

$6.8B

n/a

2023

Mar 27, 2024

$6.5B

$937M

2022

Mar 29, 2023

$5.8B

$592M

2021

Mar 30, 2022

$8.1B

$834M

2020

Mar 30, 2021

$7.3B

$834M

2019

Mar 16, 2020

$7.4B

$644M

2018

Mar 29, 2019

$6.8B

$622M

2017

Mar 22, 2018

$8.3B

$1.0B

2016

Mar 28, 2017

$5.9B

$5.7B

n/a

$591M

2015

Mar 15, 2016

$4.2B

$4.1B

n/a

$396M

2014

Mar 31, 2015

$3.3B

n/a

$319M

2013

Mar 31, 2014

$1.6B

n/a

2012

Feb 15, 2013

$385M

n/a

2011

Mar 30, 2012

$316M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$7.4B

$6.8B

8.4%

$5.8B

8.6%