Spotlight Investment LLC

Overview

Spotlight Investment LLC is an independently owned limited liability company that operates as a small registered investment adviser focused on individual and family clients. The firm offers financial planning and portfolio management for individuals and small businesses and bills on a mix of percentage-of-assets and fixed-fee arrangements. Its regulatory profile also lists CPO/CTA activity, indicating involvement with commodity pool or trading advisory services alongside its advisory work. Spotlight does not position itself as an ESG investor and is not reported as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives