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•••• C•••••• M••••••••• G••••• L•••
Latest filing Mar 31, 2026
First filing on the tape Nov 30, 2018 · 12 filings
SEC status approved since Jan 30, 2019
RAUM
$1.1B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
11
8 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
13
reported on Schedule D
History
12 filings and snapshots on the tape
RAUM$1.1B as of Mar 31, 2026
Mar 30, 2020$264M then
HNW client RAUM$0 as of Mar 31, 2026
Mar 30, 2020$0 then
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 30, 20200 then
Employees (5.A)11 as of Mar 31, 2026
Mar 30, 20204 then
Private funds13 as of Mar 31, 2026
Mar 30, 20201 then
RAUM +61% over the last fiscal year+21% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 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
- unknownderivedHNW RAUM over HNW clients
- Average account
- $64.7MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +61%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed fees, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- yesreportedItem 9.A
- 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
- 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)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- 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
- Pooled investment vehicles$1.1B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 17reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
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
9 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| L•••• C•••••• R•••••• F••• I•• L••• | Private Equity Fund | $279M | 59 | Mar 31, 2022 |
| L•••• C•••••• R•••••• F••• I•••• L••• | Private Equity Fund | $164M | 2 | Mar 31, 2023 |
| N•••••••• M•••• C•••••••• V•••••••• L• | Private Equity Fund | $93.9M | 2 | Mar 31, 2022 |
| P•••••••• P•••••• L••• | Private Equity Fund | $56.7M | 10 | Mar 31, 2022 |
| L•••• G••• S••• L••• | Private Equity Fund | $24.2M | 1 | Mar 31, 2022 |
| L•••• C•••••• R•••••• F••• I• L••• | Private Equity Fund | $21.0M | 27 | May 30, 2019 |
| L•••• C•••••• R•••••• F••• I•••• L••• • S••••• A• | Private Equity Fund | $15.7M | 1 | Mar 31, 2022 |
| L•••• C•••••• R•••••• F••• I•••• L••• • S••••• B• | Private Equity Fund | $14.8M | 1 | Mar 31, 2022 |
| L•••• P••••• O••••••• F•••••• L••• | Private Equity Fund | $5.1M | 2 | Mar 31, 2022 |
Owners and control persons
Schedule A and B, latest filing
- C••••••• R•••• E••••• K••• · Partnercontrolsince 11/2018 · owns 25% to 50%
- G•••••• R••••••• M•••••• · Principalcontrolsince 02/2019 · owns less than 5%
- P••••• P•••• · Chief Accounting Officer And Chief Compliance Officercontrolsince 01/2022 · owns less than 5%
- S•••••• J•••••••• D•••• · Managing Partnercontrolsince 11/2018 · owns 50% to 75%
- C••••••• R•••• E••••• K••• · Membercontrolsince 11/2018 · owns 25% to 50% of L•••• C•••••• G•••• G•• L•••••
- S•••••• J•••••••• D•••• · Membercontrolsince 11/2018 · owns 50% to 75% of L•••• C•••••• G•••• G•• L•••••
Entity owners
- L•••• C•••••• G•••• G•• L••••• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- L•••• G•••• G•• L••••bankpooled vehicle sponsorn
- L•••• P••••• G•• L••bankpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Charleston, SC2 employees
What changed
consecutive filings, newest first
- Accounts · 11 to 17Dec 23, 2025 to Mar 31, 2026
- Advisory employees · 6 to 8Dec 23, 2025 to Mar 31, 2026
- Pooled vehicle clients · 11 to 17Dec 23, 2025 to Mar 31, 2026
- Employees · 8 to 11Dec 23, 2025 to Mar 31, 2026
- Private funds · 9 to 13Dec 23, 2025 to Mar 31, 2026
- Discretionary RAUM · $683M to $1.1BDec 23, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $683M to $1.1BDec 23, 2025 to Mar 31, 2026
- RAUM · $683M to $1.1BDec 23, 2025 to Mar 31, 2026
- Advisory employees · 4 to 6Mar 29, 2024 to Apr 28, 2025
- Financial planning clients · unset to Mar 29, 2024 to Apr 28, 2025
- Discretionary RAUM · $659M to $683MMar 29, 2024 to Apr 28, 2025
- Pooled vehicle RAUM · $659M to $683MMar 29, 2024 to Apr 28, 2025
- RAUM · $659M to $683MMar 29, 2024 to Apr 28, 2025
- Discretionary RAUM · $628M to $659MMar 31, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $628M to $659MMar 31, 2023 to Mar 29, 2024
- RAUM · $628M to $659MMar 31, 2023 to Mar 29, 2024
- Accounts · 9 to 11May 23, 2022 to Mar 31, 2023
- Pooled vehicle clients · 9 to 11May 23, 2022 to Mar 31, 2023
- Employees · 6 to 8May 23, 2022 to Mar 31, 2023
- Private funds · 8 to 9May 23, 2022 to Mar 31, 2023
- Discretionary RAUM · $297M to $628MMay 23, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $297M to $628MMay 23, 2022 to Mar 31, 2023
- RAUM · $297M to $628MMay 23, 2022 to Mar 31, 2023
- Other offices · 0 to 1Mar 31, 2022 to May 23, 2022
- Accounts · 1 to 9Mar 30, 2021 to Mar 31, 2022
- Pooled vehicle clients · 1 to 9Mar 30, 2021 to Mar 31, 2022
- Employees · 4 to 6Mar 30, 2021 to Mar 31, 2022
- Private funds · 1 to 8Mar 30, 2021 to Mar 31, 2022
- Discretionary RAUM · $287M to $297MMar 30, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $287M to $297MMar 30, 2021 to Mar 31, 2022
- RAUM · $287M to $297MMar 30, 2021 to Mar 31, 2022
- Discretionary RAUM · $264M to $287MMar 30, 2020 to Mar 30, 2021
- Pooled vehicle RAUM · $264M to $287MMar 30, 2020 to Mar 30, 2021
- RAUM · $264M to $287MMar 30, 2020 to Mar 30, 2021
- Advisory employees · 5 to 4May 30, 2019 to Mar 30, 2020
- Employees · 5 to 4May 30, 2019 to Mar 30, 2020
- Discretionary RAUM · $241M to $264MMay 30, 2019 to Mar 30, 2020
- Pooled vehicle RAUM · $241M to $264MMay 30, 2019 to Mar 30, 2020
- RAUM · $241M to $264MMay 30, 2019 to Mar 30, 2020
- Accounts · unset to 1.0Nov 30, 2018 to May 30, 2019
Signals
5 dated events
- L•••• C•••••• M••••••••• G••••• L••• reported RAUM $1.1B, up 61% from $682.7M (2025-12-23 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- L•••• C•••••• M••••••••• G••••• L••• reported RAUM $627.6M, up 112% from $296.5M (2022-05-23 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- P•••• Pozin (Chief Accounting Officer And Chief Compliance Officer) appeared on Schedule A of L•••• C•••••• M••••••••• G••••• L•••Mar 31, 2022 · Control person joined · fact
- Michael Richard Garzia (Chief Financial Officer / Vice President) appeared on Schedule A of L•••• C•••••• M••••••••• G••••• L•••May 30, 2019 · Control person joined · fact
- L•••• C•••••• M••••••••• G••••• L••• filed its initial SEC registration (Form ADV)Nov 30, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- L•••• C•••••• M••••••••• G••••• L••• · Independent Sponsorsshared crd · capital_provider
- L•••• C•••••• M••••••••• G••••• L••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- lyriccapitalgroup.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 646-416-7103reportedpublic record, Form ADV, Mar 31, 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
- Asset manager (funds and pooled vehicles)deriveda 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