Lightsmith Climate Resilience Management LLC

RIASEC RegisteredEst. 2023
Total AUM
$135M
Discretionary
$135M
100% of AUM
Avg account
$27M
Accounts
5
Employees
9
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
307933
Registered since
July 18, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Lightsmith Climate Resilience Management LLC is an SEC-registered private equity manager (registered in 2023) organized as a limited liability company. The firm provides portfolio management for pooled investment vehicles and serves an institutional client base. Its operating roles include sponsor, general partner and managing member of pooled funds rather than acting as a third-party capital allocator. Fee arrangements combine a percentage of assets under management with performance-based fees. The firm is flagged as an active ESG investor; combined with the firm name, that suggests an investment orientation toward climate resilience and environmental considerations, though filings emphasize pooled private equity management as the primary activity.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • Jay Koh

    Jay Koh

    Co-FounderCRD 5394626

  • Sanjay Wagle

    Sanjay Wagle

    Co-Founder and Managing DirectorCRD 7249796

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
300 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth