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LYKOS GLOBAL MANAGEMENT, LP

STAMFORD, CT · CRD 329441 · IAPD ↗ · lykosglobal.com · (203) 902-4008

$1.38BRegulatory AUM
6Advisory reps
11Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2026 — LYKOS GLOBAL MANAGEMENT, LP crossed $1B in regulatory AUM ($810.0M -> $1.38B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
April 2025 — LYKOS GLOBAL MANAGEMENT, LP reported RAUM up 62% ($500.0M -> $810.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
April 2024 — LYKOS GLOBAL MANAGEMENT, LP now reports custody of client assets.
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
58
April 2024 — LYKOS GLOBAL MANAGEMENT, LP's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
58
April 2024 — LYKOS GLOBAL MANAGEMENT, LP now reports 1 private fund(s) ($0 gross).
Firm reports private funds for the first time.
Fund administrationCompliance
85
February 2024 — LYKOS GLOBAL MANAGEMENT, LP (STAMFORD, CT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.