A complete list of active advisors currently associated with Light Capital Management LLC
Warmer can help you find a great advisor at Light Capital Management LLC or one who fits your needs even better.
Light Capital Management provides ongoing portfolio management and financial planning primarily for individual and high‑net‑worth clients, documenting goals and constraints in an Investment Policy Statement. The firm manages both discretionary and non‑discretionary accounts and conducts regular portfolio monitoring and periodic reviews. The firm’s investment process combines charting, fundamental, quantitative, and technical analysis to inform asset allocation and security selection, and it typically seeks discretionary authority to implement trades. Investment strategies described in the brochure include long‑ and short‑term trading as well as short sales, margin transactions, and options trading, with monitoring and risk disclosures provided to clients. Compared with many peers, Light Capital accepts performance‑based fees for qualified clients using a high‑water‑mark approach and also makes alternative investments and private placements available to qualified investors. The firm discloses use of leverage and derivatives in client accounts, aggregates trades across clients, and requires custody through a single institutional custodian, operational choices it says it manages to address related conflicts.
To learn more about the advisors currently working at Light Capital Management 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 |
|---|---|---|
Colleyville, TX
| 7
|
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