SourcingSourcing

LYKOS GLOBAL MANAGEMENT, LP

C28
CRD 329441·SEC 801-129373·STAMFORD, CT
AUM
$1.38B
$1B+
Est. Revenue
$13.8M
@ 1% on AUM
Est. EBITDA
$4.1M
@ 30% margin
Est. Deal Value
$33.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LYKOS GLOBAL MANAGEMENT, LP
CRD
329441
SEC file #
801-129373
EIN
—
DBA names
—

Economics

AUM
$1.38B
AUM band
$1B+
AUM trajectory
'25'26
$810.0M → $1.38B▲ +70%
Client mix
Pooled Investment Vehicles9

Operations

Employees (total)
11
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'25'26
5 advisors → 6 advisors▲ +20%
Primary office
STAMFORD CT
Branches
—

Custodian & Brokerage

Primary custodian
Morgan Stanleylow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
lykosglobal.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LASTER, NICHOLAS, BRETT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
LASTER, NICHOLAS, BRETT
KESSLER, BRIAN, ANDREW
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
LYKOSGLOBAL.COM
Rdap Domain Creation Date
2023-05-19T00:34:32Z
Rdap Firm Age Years
3
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

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
Morgan Stanley14
Goldman Sachs12
Jpmorgan6
E*trade4
Northern Trust2
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-05-19T00:34:32Z
Rdap Domain Last Changed
2025-11-24T14:50:17Z
Rdap Nameservers
Ns73.domaincontrol.comNs74.domaincontrol.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
5936039
Trust Company Affiliate
Yes

People (2)

2
LASTER, NICHOLAS, BRETT
Direct Owner · 87.5%
5936039
KESSLER, BRIAN, ANDREW
Executive Officer · 2.5%
2149169