LIGHTYEAR CAPITAL LLC

RIASEC RegisteredEst. 2012
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 private equity firm organized as an LLC and registered with the SEC since 2012. The firm primarily serves institutional investors and operates as an investment manager to pooled vehicle structures; it also functions in sponsor and general partner roles for its funds. Compensation comes from asset-based fees alongside performance-linked fees. Lightyear does not position itself as an ESG-focused investor and is not reported as a multi-state adviser or pension consultant.

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

Owners & executives

2 of 2
  • DOUGLAS CHICIAK

    Managing Director and Chief Compliance OfficerCRD 5551546

  • DANIEL STENCEL

    Managing Director, Chief Financial OfficerCRD 2413398

Contacts

2 of 2
  • MARK VASSALLO

    Managing PartnerCRD 1311427

  • LORI FORLANO

    Managing Director, General CounselCRD 4320323

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
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