LIGHTSMITH CLIMATE RESILIENCE MANAGEMENT LLC

RIASEC RegisteredEst. 2023
Total AUM
$135M
Discretionary
$135M
100% of AUM
Avg account
$27M
Accounts
5
Employees
9
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
307933
Registered since
July 18, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Lightsmith Climate Resilience Management LLC is organized as a limited liability company that operates as a private equity fund manager serving institutional investors. The adviser is SEC-registered (2023) and positions itself as an active environmental, social and governance (ESG) investor. Its advisory activity centers on portfolio management for pooled investment vehicles, and it functions in sponsor/GP and managing-member roles for those vehicles. The firm’s ownership is a mix of a domestic entity and individuals. Fees are charged as a percentage of assets under management with additional performance-based compensation. Lightsmith is not structured as a capital allocator; rather, it manages and sponsors private funds directly on behalf of institutional clients.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • SANJAY WAGLE

    Co-Founder and Managing DirectorCRD 7249796

  • JAY KOH

    Co-FounderCRD 5394626

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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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
300 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth