LIGHTVIEW CAPITAL, LLC
Firm details
- Headquarters
- WEST PALM BEACH, Florida
- CRD number
- 306106
- Registered since
- July 22, 2022
- Website
- www.lightviewcapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2RICHARD ERICKSON
Co-Founder and Managing DirectorCRD 6043150
CONOR MULLETT
Co-Founder and Managing DirectorCRD 1917147
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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