NORTHLIGHT CAPITAL PARTNERS

RIASEC RegisteredEst. 2022
Total AUM
$582M
Discretionary
$217M
37% of AUM
Avg account
$41.6M
Accounts
14
Employees
10
Advisory reps
6

Firm details

Headquarters
WESTPORT, Connecticut
CRD number
170112
Registered since
July 21, 2022
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Northlight Capital Partners is an SEC-registered investment adviser organized as an LLC and registered in 2022. The firm is structured and operated as a real estate fund manager serving institutional clients. Its primary advisory role is portfolio management for pooled investment vehicles, and it acts in sponsor/GP/managing-member capacities for those vehicles rather than functioning as a pure capital allocator. Fee arrangements include a percentage-of-AUM component and performance-based fees. Northlight is not identified as an active ESG investor and does not report multi-state adviser status.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

3 of 5
  • CHRISTOPHER DESTEFANO

    Partner, Chief Investment OfficerCRD 2580847

  • MICHAEL GERIG

    Partner, CEOCRD 5467283

  • GREG WALTER

    Partner, Chief Risk OfficerCRD 6302952

Unlock 2 more executives

Contacts

1 of 1
  • JEREMY GETSON

    Partner, Head of Investor RelationsCRD 4008014

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

WESTPORT, CT

FAIRFIELD

Location

WESTPORT, CT

Headquartered in WESTPORT, CT, 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
FAIRFIELD
Address
55 Saugatuck Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth