Lighthouse Investment Partners, LLC

RIASEC RegisteredEst. 2005

Total AUM

$87.4B

Discretionary

$85.2B

97% of AUM

Avg account

$683M

Accounts

128

Employees

481

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 Vehicles98.14%
Sovereign Wealth Funds1.83%
Other0.04%
Services: Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Lighthouse Investment Partners, LLC is a limited liability company registered with the SEC in 2005 that operates as a hedge fund and capital allocator serving institutional clients. The firm functions both as an operator of pooled investment vehicles and as a selector of external managers, and it also carries CPO/CTA responsibilities. Fee arrangements are varied and include percentage-of-AUM, fixed fees, and performance-based components. Lighthouse does not present itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Private Funds100%

Owners & executives

3 of 4

Cesar Alvarez
Chief Compliance OfficerCRD 6602350
David Pollok
Chief Legal OfficerCRD 6039560
Sean Mcgould
Chief Executive Officer & Chief Investment OfficerCRD 2879895

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Contacts

3 of 4

Michael Jacobs
Portfolio ManagerCRD 4614501
Jeritt Bushaw
Managing DirectorCRD 7656471
Jonathan Goh
Portfolio ManagerCRD 5337614

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 13

Active vs passive

$40.7M in ETFs

Passive

93%

$37.6M

Active

8%

$3.1M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD TOTAL WORLD STOCK INDEX FUND (VT)	Vanguard	Passive	Global Large Stock Blend	$13.6M	86,830	33.51%

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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

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