FIRST LIGHT RETIREMENT, LLC

Overview

First Light Retirement, LLC is a pension consulting–focused advisory organized as an LLC and SEC-registered in 2021. It serves institutional clients, providing non‑discretionary advice and plan-level consulting rather than acting as a discretionary money manager. The firm charges fees based on a percentage of AUM and reports that its advisory activity centers on pension consulting services. First Light does not position itself as an active ESG investor and is not structured as a capital allocator; its model is advisory and implementation oversight for institutional retirement plans. The firm’s investing emphasis is tilted toward pooled public vehicles—primarily mutual funds and similar public funds—while maintaining the ability to recommend or allocate to external alternative managers where appropriate. Because its assets are non‑discretionary, First Light’s role is to design asset allocation, select third‑party managers or products, and advise plan sponsors on implementation and monitoring rather than to directly execute discretionary mandates.

Assets & Accounts

Investments & Alternatives

Location & Offices