The LIGHTHOUSE WEALTH PARTNERS is a privately held investment adviser that advises $16.45mn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. LIGHTHOUSE WEALTH PARTNERS is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets increased by 2,858.47% over the last 1-years.
The Group has been registered with the SEC for 2.34 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location Out of Private Residence. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 2 employees comprised of 1 investment and 1 non-investment staff. The total number of Employees remained the same over the last few years.
Their $16.45mn in assets advised are owned by 0 private funds, 1 public fund and BDCs and 0 other accounts. Assets of Investment Companies (IC) clients own $15.56mn or 94.61% of Total Assets and Individuals own $886.08K or 5.39% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 2 types of clients, top clients are Investment Companies (IC) and Individuals.
The Group uses 1 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
LIGHTHOUSE WEALTH PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.