LIGHTHOUSE INVESTMENT PARTNERS, LLC
Firm details
- Headquarters
- PALM BEACH GARDENS, Florida
- CRD number
- 136591
- Registered since
- November 29, 2005
- Website
- www.lighthousepartners.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds100%
Owners & executives
3 of 4Cesar Alvarez
Chief Compliance OfficerCRD 6602350
DAVID POLLOK
Chief Legal OfficerCRD 6039560
SEAN MCGOULD
Chief Executive Officer & Chief Investment OfficerCRD 2879895
Contacts
3 of 4MICHAEL JACOBS
Portfolio ManagerCRD 4614501
Jeritt Bushaw
Managing DirectorCRD 7656471
JONATHAN GOH
Portfolio ManagerCRD 5337614
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 12Active vs passive
$40.1M in ETFs
98%
$39.3M
2%
$843K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL WORLD STOCK INDEX FUND (VT) | Vanguard | Passive | Global Large Stock Blend | $12M | 86,830 | 29.93% |
Location
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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