Lightyear Capital LLC

RIASEC Registered
Total AUM
$8.1B
Discretionary
$8.1B
100% of AUM
Avg account
$261M
Accounts
31
Employees
50
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
156781
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Lightyear Capital LLC is a privately held investment manager that operates as a private equity firm and portfolio manager for pooled investment vehicles. The firm registered with the SEC in 2012 and serves an institutional client base. Its fee model combines a percentage-of-assets arrangement with performance-linked fees. Lightyear functions in sponsor and general partner roles for pooled vehicles and may also act as a CPO/CTA where relevant; it is not positioned as a capital allocator or a multi-state adviser. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

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

Owners & executives

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Contacts

FINTRX

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

FINTRX

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
40 W 57th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth