Lyrical Asset Management Lp
- Regulatory AUM
- $7.4B
- Discretionary
- $7.4B
- Clients
- 391
- Avg AUM / client
- $18.9M
- Accounts
- 391
- Employees
- 30
AUM over time
Annual snapshots from Form ADV filings · as of Mar 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 0 | $0 | — |
| High net worth individuals | 335 | $1.2B | 16.3% |
| Banking or thrift institutions | 0 | $0 | — |
| Investment companies | 2 | $1.1B | 15.5% |
| Pooled investment vehicles (non-investment companies) | 6 | $1.2B | 16.0% |
| Pension and profit sharing plans | 9 | $650M | 8.82% |
| Charitable organizations | 9 | $210M | 2.85% |
| State or municipal government entities | 2 | $995M | 13.5% |
| Other investment advisers | 0 | $0 | — |
| Insurance companies | 0 | $0 | — |
| Sovereign wealth funds and foreign official institutions | 0 | $0 | — |
| Corporations and other businesses | 24 | $1.3B | 18.1% |
| Other | 4 | $661M | 8.96% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $937M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Lyrical Long Only Partners Ii Lp | Other Private Fund | Delaware | $741M | 11 |
| Lyrical Long Only Partners Lp | Other Private Fund | Delaware | $196M | 20 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| National Elevator Industry Pension Plan National Elevator Industry Pension Plan Plan Board Of Trustees | 2024 | |
| Cc Industries And Affiliates Profit Sharing Plan For Salaried Employees Henry Crown And Company S Llc D/B/A Cc Industries, Inc. | 2024 | |
| Henry Crown And Company Pension Plan Henry Crown & Company S Llc | 2024 | |
| Operating Eng Cons Ind Misc. Pension Fund Bd Of Tr Oper Eng Cons. Industry Miscellaneous Pension Fund | 2024 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gage, Edward, Peyton | Chief Financial Officer | Jul 2008 (18y) | Less than 5% | |
| Keswin, Jeffrey, Alan | Managing Partner | Jul 2008 (18y) | 50% – 75% of Lyrical Asset Management Gp Lp (indirect) | |
| Moses, Jeffrey, Mark | Chief Compliance Officer | Jul 2008 (18y) | Less than 5% | |
| Wellington, Andrew, Brian | Managing Partner, Chief Investment Officer | Jul 2008 (18y) | 50% – 75% of Lyrical Asset Management Gp Lp (indirect) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Lyrical Asset Management Gp Llc | General Partner | Jul 2008 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $937M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Lyrical Long Only Partners Ii Lp | Other Private Fund | $741M | $25.0M | 11 |
| Lyrical Long Only Partners Lp | Other Private Fund | $196M | $2.5M | 20 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| National Elevator Industry Pension Plan | National Elevator Industry Pension Plan Plan Board Of Trustees | 28,678 | $12.2B | 07/01/2024 |
| Cc Industries And Affiliates Profit Sharing Plan For Salaried Employees | Henry Crown And Company S Llc D/B/A Cc Industries, Inc. | 316 | $214M | 01/01/2024 |
| Henry Crown And Company Pension Plan | Henry Crown & Company S Llc | 302 | $159M | 01/01/2024 |
| Operating Eng Cons Ind Misc. Pension Fund | Bd Of Tr Oper Eng Cons. Industry Miscellaneous Pension Fund | 3,934 | $846M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/10/2026 | 1.47 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Bank Of Ny Mellon $1.8B (24% of AUM) Mar 2026
- Northern Trust $971M (13% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 10, 2026.
View current Form ADV (SEC/IAPD) ↗