SourcingSourcing

LYRICAL ASSET MANAGEMENT LP

C45
CRD 148267·SEC 801-71099·NEW YORK, NY
AUM
$7.37B
$1B+
Est. Revenue
$73.7M
@ 1% on AUM
Est. EBITDA
$22.1M
@ 30% margin
Est. Deal Value
$177.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LYRICAL ASSET MANAGEMENT LP
CRD
148267
SEC file #
801-71099
EIN
926001185
DBA names
—

Economics

AUM
$7.37B
AUM band
$1B+
AUM trajectory
'20'26
$6.75B → $7.37B▲ +9%
Client mix
Individuals High Net Worth335
Corporations24
Pension Profit Sharing Plans9
Charitable Organizations9
Pooled Investment Vehicles6

Operations

Employees (total)
30
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
4 advisors → 6 advisors▲ +50%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/10/2026
ADV-W filed at
—
Website
lyricalvaluefunds.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LYRICAL ASSET MANAGEMENT GP LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
LYRICAL ASSET MANAGEMENT GP LLC
DeSerio, Daniel, Ford
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
LYRICALVALUEFUNDS.COM
Rdap Domain Creation Date
2014-04-30T16:01:04Z
Rdap Firm Age Years
12
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
5
Form 5500 Total Compensation
2,270,797
Form 5500 Compensation Trajectory 3y
20261,822,724
2025448,073
Form 5500 Plan Count Trajectory 3y
20254
20261
Schedule C Total Compensation
2,270,797
Schedule C Service Provider Rows
5

SEC EDGAR

Edgar Cik
0001582681
Edgar Registered
Yes
Edgar Filing Count
36
Edgar First Filing Date
2013-07-31
Edgar Last Filing Date
2026-05-19
Edgar 13f Count
24
Edgar 13f Latest AUM Estimate
Filing Date2026-05-19
Accession0001582681-26-000007

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Pershing4
Jpmorgan4
E*trade4
Northern Trust2
Edgar Addresses
Mailing
801 WEST 10TH STREETSUITE 302JUNEAU, AK 99801
Business
801 WEST 10TH STREETSUITE 302JUNEAU, AK 99801
Edgar EIN
926001185
Edgar Recent Filings
13F-HR2026-05-19 · 0001582681-26-000007
13F-HR2026-02-12 · 0001582681-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-04-30T16:01:04Z
Rdap Domain Last Changed
2024-05-01T17:32:01Z
Rdap Nameservers
Ns19.domaincontrol.comNs20.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
Yes

People (5)

5
DeSerio, Daniel, Ford
Executive Officer · 2.5%
8040537
GAGE, EDWARD, PEYTON
Executive Officer · 2.5%
5586372
KESWIN, JEFFREY, ALAN
Executive Officer · 2.5%
1960021
MOSES, JEFFREY, MARK
Executive Officer · 2.5%
2176713
WELLINGTON, ANDREW, BRIAN
Executive Officer · 2.5%
4346010