Overview
Assets Under Management: $6.5 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 315
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 315
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 14.25
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 380
Discretionary Accounts: 380
Regulatory Filings
CRD Number: 148267
Last Filing Date: 2025-02-04 00:00:00
Website: https://lyricalpartners.com