Lighthouse
Firm details
- Headquarters
- ,
- CRD number
- 330415
- Registered since
- March 29, 2024
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Lighthouse is an independent registered investment adviser structured as a corporation and owned by an individual. The firm registered with the SEC in 2024 and focuses on portfolio management for individuals and small businesses. Clients are primarily individuals and families. Lighthouse charges both a percentage-of-AUM fee and performance-based fees and is also identified as engaging in other financial product sales activity. The firm states a preference for equities as its primary asset type and is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities67%
- Cash & Cash Equivalents21%
- Other11%
- Public Funds/Mutual Funds1%
Owners & executives
2 of 2Zuwei Sun
CTOCRD 6968874
Yijia Zhang
CEOCRD 6768448
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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