LIGHTVIEW CAPITAL, LLC

RIASEC RegisteredEst. 2022
Total AUM
$158M
Discretionary
$158M
100% of AUM
Avg account
$31.5M
Accounts
5
Employees
12
Advisory reps
2

Firm details

Headquarters
WEST PALM BEACH, Florida
CRD number
306106
Registered since
July 22, 2022
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Lightview Capital, LLC is an SEC-registered private equity adviser that launched registration in 2022 and is organized as an LLC with individual ownership. The firm positions itself as a manager and sponsor of pooled investment vehicles, providing portfolio management for private funds and acting in general partner and managing-member roles. Its client base is institutional, and it is not identified as an active ESG investor or a multi-state adviser. The firm's revenue model combines asset-based fees with performance-linked compensation and additional fee components. Lightview’s reported activities center on running private equity vehicles rather than retail wealth management or pension consulting.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

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
  • RICHARD ERICKSON

    Co-Founder and Managing DirectorCRD 6043150

  • CONOR MULLETT

    Co-Founder and Managing DirectorCRD 1917147

Wealth teams

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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

WEST PALM BEACH, FL

PALM BEACH

Location

WEST PALM BEACH, FL

Headquartered in WEST PALM BEACH, 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
515 N Flagler Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth