DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
L•••••• A•••• M••••••••• L•
Latest filing Mar 10, 2026
First filing on the tape Mar 30, 2012 · 22 filings
SEC status approved since Mar 11, 2010
RAUM
$7.4B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
16%
$1.2B individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
30
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
reported on Schedule D
History
22 filings and snapshots on the tape
RAUM$7.4B as of Mar 10, 2026
Mar 30, 2012$316M then
HNW client RAUM$1.2B as of Mar 10, 2026
Mar 22, 2018$1.5B then
State-registered IARs (5.B.3)0 as of Mar 10, 2026
Feb 15, 20130 then
Employees (5.A)30 as of Mar 10, 2026
Feb 15, 201312 then
Private funds2 as of Mar 10, 2026
Mar 31, 20152 then
RAUM +8.4% over the last fiscal year+8.6% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 10, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.6MderivedHNW RAUM over HNW clients
- Average account
- $18.9MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 25%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +8.4%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- +6.3%derived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companies, otherreportedItem 5.G
- Wrap fee program
- participatesreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Corporations and businesses$1.3B20%
- High-net-worth individuals$1.2B18%
- Pooled investment vehicles$1.2B18%
- Investment companies$1.1B17%
- State and municipal entities$995M15%
- Pension and profit-sharing plans$650M9.7%
- Charitable organizations$210M3.1%
- Individual clients
- 0reported
- HNW clients
- 335reported
- Pension plan clients
- 9reported
- Charitable clients
- 9reported
- Accounts
- 391reported
- Financial planning clients
- reported
- Wrap fee programs
- $0 sponsored, $115M managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.16 fund_share=0.32 institutional_share=0.25 related_bd=false related_bank=true bd_reps=6.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| L•••••• L•••••••• P••••••• I• L• | Other Private Fund | $741M | 11 | Mar 22, 2018 |
| L•••••• L•••••••• P••••••• L• | Other Private Fund | $196M | 20 | Mar 31, 2015 |
| L•••••• L••••••••• V•••• P••••••• L•no longer reported | Hedge Fund | $22.8M | 5 | Mar 31, 2015 |
Owners and control persons
Schedule A and B, latest filing
- G•••• E•••••• P••••• · Chief Financial Officercontrolsince 07/2008 · owns less than 5%
- K•••••• J••••••• A••• · Managing Partnercontrolsince 07/2008 · owns less than 5%
- M••••• J••••••• M••• · Chief Compliance Officercontrolsince 07/2008 · owns less than 5%
- W••••••••• A•••••• B•••• · Managing Partner, Chief Investment Officercontrolsince 07/2008 · owns less than 5%
- K•••••• J••••••• A••• · General Partnercontrolsince 07/2008 · owns 50% to 75% of L•••••• Asset Management Gp LP
- W••••••••• A•••••• B•••• · General Partnercontrolsince 07/2008 · owns 50% to 75% of L•••••• Asset Management Gp LP
Entity owners
- L•••••• A•••• M••••••••• G• L•• · General Partnerdirect · owns 75% or more
Related persons
Schedule D 7.A
- L•••••• P•••••••• L•••investment adviserbankpooled vehicle sponsornRAUM $119M
- L••••••••• M••••••••• L•••investment adviserpooled vehicle sponsorn
- L•••••• V••••••• L••investment adviserpooled vehicle sponsorn
Advisers that list L•••••• A•••• M••••••••• L• as a related person
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 378 to 391Mar 12, 2025 to Mar 10, 2026
- Corporate clients · 25 to 24Mar 12, 2025 to Mar 10, 2026
- HNW clients · 315 to 335Mar 12, 2025 to Mar 10, 2026
- Discretionary RAUM · $6.8B to $7.4BMar 12, 2025 to Mar 10, 2026
- HNW RAUM · $970M to $1.2BMar 12, 2025 to Mar 10, 2026
- Pension RAUM · $592M to $650MMar 12, 2025 to Mar 10, 2026
- Pooled vehicle RAUM · $1.1B to $1.2BMar 12, 2025 to Mar 10, 2026
- RAUM · $6.8B to $7.4BMar 12, 2025 to Mar 10, 2026
- Wrap assets (manager) · $127M to $115MMar 12, 2025 to Mar 10, 2026
- Accounts · 380 to 378Feb 4, 2025 to Mar 12, 2025
- BD registered reps · 8 to 6Feb 4, 2025 to Mar 12, 2025
- Charity clients · 11 to 9Feb 4, 2025 to Mar 12, 2025
- Corporate clients · 29 to 25Feb 4, 2025 to Mar 12, 2025
- HNW clients · 309 to 315Feb 4, 2025 to Mar 12, 2025
- Employees · 33 to 30Feb 4, 2025 to Mar 12, 2025
- Financial planning clients · unset to Feb 4, 2025 to Mar 12, 2025
- Discretionary RAUM · $6.5B to $6.8BFeb 4, 2025 to Mar 12, 2025
- HNW RAUM · $846M to $970MFeb 4, 2025 to Mar 12, 2025
- Pension RAUM · $575M to $592MFeb 4, 2025 to Mar 12, 2025
- Pooled vehicle RAUM · $914M to $1.1BFeb 4, 2025 to Mar 12, 2025
- RAUM · $6.5B to $6.8BFeb 4, 2025 to Mar 12, 2025
- Wrap assets (manager) · $79.8M to $127MFeb 4, 2025 to Mar 12, 2025
- Accounts · 441 to 380Mar 29, 2023 to Mar 27, 2024
- Charity clients · 21 to 11Mar 29, 2023 to Mar 27, 2024
- Corporate clients · 31 to 29Mar 29, 2023 to Mar 27, 2024
- HNW clients · 354 to 309Mar 29, 2023 to Mar 27, 2024
- Pooled vehicle clients · 10 to 6Mar 29, 2023 to Mar 27, 2024
- Employees · 31 to 33Mar 29, 2023 to Mar 27, 2024
- Discretionary RAUM · $5.8B to $6.5BMar 29, 2023 to Mar 27, 2024
- HNW RAUM · $641M to $846MMar 29, 2023 to Mar 27, 2024
- Pension RAUM · $494M to $575MMar 29, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $874M to $914MMar 29, 2023 to Mar 27, 2024
- RAUM · $5.8B to $6.5BMar 29, 2023 to Mar 27, 2024
- Wrap assets (manager) · unset to 79819432.0Mar 29, 2023 to Mar 27, 2024
- Wrap assets (sponsor) · unset to 0.0Mar 29, 2023 to Mar 27, 2024
- Accounts · 420 to 441Mar 30, 2022 to Mar 29, 2023
- Advisory employees · 5 to 6Mar 30, 2022 to Mar 29, 2023
- Corporate clients · 34 to 31Mar 30, 2022 to Mar 29, 2023
- HNW clients · 332 to 354Mar 30, 2022 to Mar 29, 2023
- Pooled vehicle clients · 11 to 10Mar 30, 2022 to Mar 29, 2023
Signals
2 dated events
- L•••••• A•••• M••••••••• L• reported RAUM $5.8B, down 28% from $8.1B (2022-03-30 to 2023-03-29)Mar 29, 2023 · RAUM change · derived
- L•••••• A•••• M••••••••• L• reported RAUM $8.3B, up 42% from $5.9B (2017-03-28 to 2018-03-22)Mar 22, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- L•••••• A•••• M••••••••• L• · Independent Sponsorsshared crd · capital_provider
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/lyrical-asset-managementreportedpublic record, Form ADV, Sep 18, 2026
- Website
- L••••••AM.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-415-6600reportedpublic record, Form ADV, Mar 10, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026