LIGHTBAY CAPITAL

RIASEC RegisteredEst. 2017
Total AUM
$1.8B
Discretionary
$1.8B
100% of AUM
Avg account
$306M
Accounts
6
Employees
29
Advisory reps
2

Firm details

Headquarters
Los Angeles, California
CRD number
288432
Registered since
September 29, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Lightbay Capital is structured as a limited liability company that operates primarily as a private equity manager for institutional clients. The firm focuses on portfolio management for pooled investment vehicles and functions as a sponsor and general partner on those vehicles, acting in both sourcing and active management roles. Fee arrangements combine a percentage of assets under management with performance-based compensation, aligning the firm’s economics with fund performance. Investment activity is concentrated on private capital strategies; the firm also identifies itself as an active ESG investor, indicating ESG considerations are integrated into underwriting, monitoring or reporting. Lightbay Capital is not positioned as a broad capital allocator to retail accounts — its client base is institutional and its advisory mandate is centered on managing pooled vehicles rather than providing broad-based retail wealth management or pension consulting.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Contacts

2 of 2
  • NAV RAHEMTULLA

    Founding PartnerCRD 3218342

  • ADAM STEIN

    Founding PartnerCRD 3093349

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
11601 Wilshire Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth