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
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 formed in 2005 that operates as a hedge-fund–style investment manager and capital allocator serving primarily institutional clients. The firm is organized to manage pooled investment vehicles and to select and allocate to third‑party managers; it also acts in sponsor/GP and commodity pool operator/CTA capacities. Its advisory and business activities focus on portfolio management for pooled vehicles and manager selection rather than retail wealth-advisory services. Fee arrangements include percentage-of-AUM fees alongside fixed and performance-based components. Lighthouse is not flagged as an active ESG investor and is identified as a domestic entity and individual owner type.

Assets & Accounts

Public Holdings

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

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Client base

Client personas

Asset composition

Asset composition: Private Funds 100%100%
  • 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

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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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ETF holdings

1 of 12

Active vs passive

$40.1M in ETFs

Passive

98%

$39.3M

Active

2%

$843K

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL WORLD STOCK INDEX FUND (VT)VanguardPassiveGlobal Large Stock Blend$12M86,83029.93%

Location

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth