Light Capital Management LLC

Overview

Light Capital Management LLC is an independent, owner-operated registered investment adviser focused on individuals and families. The firm provides financial planning and portfolio management for individuals and small businesses, operating primarily as a discretionary manager. Its stated fee model includes a percentage-of-assets under management, hourly charges and the use of performance-based fees for select mandates. Light Capital favors equity exposure and uses exchange-traded instruments as the primary vehicle for client portfolios. The firm does not position itself as a capital allocator, is not an active ESG investor, and does not advertise pension consulting or related-adviser services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices