Lighthouse Investment Partners, LLC

RIASEC Registered
Total AUM
$107B
Discretionary
$68.7B
64% of AUM
Avg account
$767M
Accounts
140
Employees
449
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 Vehicles98.3%
  • Sovereign Wealth Funds1.7%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Lighthouse Investment Partners, LLC is a hedge fund–structured investment manager and capital allocator that primarily serves institutional clients. The firm is SEC-registered (registration year 2005) and conducts portfolio management for pooled investment vehicles while also selecting and overseeing other advisers. It operates as a sponsor/GP/managing member of pooled vehicles and performs commodity pool operator/commodity trading adviser (CPO/CTA) activities. Fee arrangements reported include a mix of asset-based fees, fixed fees, performance-based fees and other fee structures. The firm does not identify as an active ESG investor.

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

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 100%100%
  • Private Funds100%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 14

Active vs passive

$41.9M in ETFs

Passive

90%

$37.6M

Active

10%

$4.3M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL WORLD STOCK INDEX FUND (VT)VanguardPassiveGlobal Large Stock Blend$13.6M86,83032.54%

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