The INLIGHT WEALTH MANAGEMENT is a privately held investment adviser that advises $995.59mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. INLIGHT WEALTH MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 137.58% over the last 5-years.
The Group has been registered with the SEC for 8.84 years and is comprised of 2 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 1 GLENLAKE PARKWAY SUITE 975, ATLANTA, GEORGIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 8 employees comprised of 5 investment and 3 non-investment staff. The total number of Employees remained the same over the last few years.
Their $995.59mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $824.77mn or 82.84% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $152.31mn or 15.3% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 2 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
INLIGHT WEALTH MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.