|
⚲
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| First Light Retirement LLC
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|
|
|---|---|
| CRD # | 314509 |
| SEC # | 801-121422 |
| CIK # | |
| AUM | $843.7 M (2026-03-30) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 858-692-1283 |
| Address | 1330 Camino del Mar del Mar, CA 92014 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 22 | 843.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 22 | 843.7 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 22 | 843.7 |
| Total | 22 | 843.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 843.7 | |
| Total | 22 | 843.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
XA Investments LLC
✚
|
IL | 0.9 |
|
I80 Group LP
✚
|
NY | 0.9 |
|
GT Investment Partners LP
✚
|
CA | 0.9 |
|
Aetna Asset Advisors LLC
✚
|
CT | 0.9 |
|
Fai Capital Management
✚
|
FL | 0.8 |
|
OpenView Advisors LLC
✚
|
MA | 0.8 |
|
Riverpark Advisors LLC
✚
|
NY | 0.8 |
|
Ironarc Management LLC
✚
|
TX | 0.8 |
|
Highcrest Capital LLC
✚
|
TX | 0.8 |
|
Nexannuity Asset Management LP
✚
|
TX | 0.8 |