Lighthouse Investment Partners, LLC

RIASEC RegisteredEst. 2005
Total AUM
$107B
Discretionary
$68.7B
64% of AUM
Avg account
$767M
Accounts
140
Employees
449
Advisory reps
8

Firm details

Headquarters
Palm Beach Gardens, Florida
CRD number
136591
Registered since
November 29, 2005
Website
www.lighthousepartners.com
Custodians
ROYAL BANK OF CANADA (CHANNEL ISLANDS LIMITED
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles98.3%
  • Sovereign Wealth Funds1.7%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Lighthouse Investment Partners, LLC is a hedge fund–structured investment manager and capital allocator that primarily serves institutional clients. The firm is SEC-registered (registration year 2005) and conducts portfolio management for pooled investment vehicles while also selecting and overseeing other advisers. It operates as a sponsor/GP/managing member of pooled vehicles and performs commodity pool operator/commodity trading adviser (CPO/CTA) activities. Fee arrangements reported include a mix of asset-based fees, fixed fees, performance-based fees and other fee structures. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 100%100%
  • Private Funds100%

Owners & executives

3 of 4
  • Sean Mcgould

    Sean Mcgould

    Chief Executive Officer & Chief Investment OfficerCRD 2879895

  • Robert Swan

    Robert Swan

    Chief Operating OfficerCRD 4381464

  • David Pollok

    David Pollok

    Chief Legal OfficerCRD 6039560

Unlock 1 more executives →

Contacts

3 of 4
  • Michael Jacobs

    Michael Jacobs

    Portfolio ManagerCRD 4614501

  • Benjamin Browning

    Benjamin Browning

    PresidentCRD 6946261

  • Jeritt Bushaw

    Managing DirectorCRD 7656471

Unlock 1 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 13

Active vs passive

$40.7M in ETFs

Passive

93%

$37.6M

Active

8%

$3.1M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL WORLD STOCK INDEX FUND (VT)VanguardPassiveGlobal Large Stock Blend$13.6M86,83033.51%
Unlock additional holdings →

Location

Primary office

Palm Beach Gardens, FL

Palm Beach

Location

Palm Beach Gardens, FL

Headquartered in Palm Beach Gardens, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
3801 Pga Blvd
Time zone
ET (UTC-5)
Office locations

Similar firms

Hood River Capital Management LLC

RIA

Palm Beach Gardens, FL

AUM $9.5BTEAM 20REPS 11

DSM Capital Partners

RIA

Palm Beach Gardens, FL

AUM $7.6BTEAM 25REPS 10

Dakota Wealth, LLC

RIA

Palm Beach Gardens, FL

AUM $6.9BTEAM 91REPS 64

Gladstone Wealth Partners

RIA

Palm Beach Gardens, FL

AUM $5.7BTEAM 186REPS 108

LRI Investments

RIA

Palm Beach Gardens, FL

AUM $2.8BTEAM 35REPS 24

RAM Realty Advisors LLC

RIA

Palm Beach Gardens, FL

AUM $2.1BTEAM 54REPS 9
More RIAs in Palm Beach Gardens →All Florida RIAs →