A complete list of active advisors currently associated with Light Capital LLC
Warmer can help you find a great advisor at Light Capital LLC or one who fits your needs even better.
Light Capital LLC provides investment management and family office services to a mix of individuals (including high‑ and ultra‑high‑net‑worth clients), family offices, private funds, trusts, pension and profit‑sharing plans, charitable organizations, and corporations, overseeing roughly $135 million for a small number of client relationships. Its service set includes both discretionary and non‑discretionary portfolio management, donor‑advised fund management, administrative and bookkeeping support, cash‑flow planning, and assistance establishing custody for digital asset exposures. The firm generally pursues long‑term preservation and capital growth through diversified allocations across equities, fixed income, ETFs, structured products, options and select private or illiquid investments, and may use a bottom‑up, concentrated approach for select client mandates. Light Capital manages a meaningful portion of its regulatory AUM on a non‑discretionary basis and employs flexible fee arrangements — including asset‑based advisory fees, fixed fees for family‑office work, and performance‑based fees on certain investments — reflecting negotiated, client‑specific engagements. Noteworthy aspects of the firm include its small, founder‑led structure that concentrates substantial assets across relatively few accounts and the combination of family‑office operational capabilities with advisory and private‑fund solicitation activities. The firm’s explicit support for digital‑asset custody arrangements through established fiduciary providers and its mix of corporate clients, individualized planning, and atypical fee structures distinguish it from many peer advisers of similar scale.
To learn more about the advisors currently working at Light Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Santa Monica, CA
| 12
|
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