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| Happy Holidays!! thanks for using AUM13F!! |
| Light Capital LLC
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|---|---|
| CRD # | 323373 |
| SEC # | 801-126710 |
| CIK # | |
| AUM | $114.5 M (2025-05-06) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 424-625-2065 |
| Address | 520 Broadway, Santa Monica, CA 90401 |
| Source | [IAPD] [Website] |
| Total AUM ($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) | 13 | 111.3 |
| (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 | 0 | 0.0 |
| (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 | 3.2 |
| (n) Other | 0 | 0.0 |
| Total | 151 | 114.5 |
| By Discretionary | ||
| Discretionary | 66 | 43.5 |
| Non-Discretionary | 85 | 71.0 |
| Total | 151 | 114.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 114.5 | |
| Total | 151 | 114.5 |
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|---|---|---|
|
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✚
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0.1 | |
|
Wallender Timothy Joseph
✚
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CA | 0.1 |
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Allen Financial Management LLC
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MI | 0.1 |
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Banta Asset Management LP
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|
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IN | 0.1 |
|
Wisconsin Wealth Advisors LLC
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WI | 0.1 |
|
CB Capital Advisors LLC
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|
NY | 0.1 |
|
Brindle & Bay Financial Advisors LLC
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TX | 0.1 |
|
Trillium Investments LLC
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CA | 0.1 |
|
Fiduciary Wealth Advisors LLC
✚
|
FL | 0.1 |