Light Capital LLC offers investment management and family office services to individuals, small businesses, private funds, and institutional clients. LightCap tailors its investment management to client needs, seeking long-term capital growth. They allocate assets among individual debt and equity securities, mutual funds, exchange-traded funds, and alternative investments. Family office services include cash flow planning, bookkeeping, bill pay, and estate administration.
Assets Under Management$110M
Clients13
AdvisorsN/A
Avg. per Client$8.8M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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