|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Lighthouse Financial Management LLC
✚
|
|
|---|---|
| CRD # | 127748 |
| SEC # | 801-110214 |
| CIK # | 0002057556 |
| AUM | $184.1 M (2025-02-26) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 401-596-3392 |
| Address | 85 Beach Street Westerly, RI 02891 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002057556 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 16.3 | ||
| Lilly Eli & Co | 3.5 | ||
| Amazon Com Inc | 3.3 | ||
| Microsoft Corp | 2.9 | ||
| Apple Inc | 2.3 | ||
| General Electric Co | 2.2 | ||
| Alphabet Inc | 2.2 | ||
| Trade Desk Inc | 2.1 | ||
| GS Acquisition Holdings Corp | 1.9 | ||
| Vertex Pharmaceuticals Inc / Ma | 1.7 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 1.4 | ||
| Facebook Inc | 1.3 | ||
| Novo Nordisk A S | 1.1 | ||
| GE Vernova Inc | 1.0 | ||
| Northrop Grumman Corp /DE/ | 1.0 | ||
| MercadoLibre Inc | 0.9 | ||
| Amgen Inc | 0.9 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 51 | 27.5 |
| (b) Individuals (high net worth individuals) | 68 | 155.5 |
| (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 | 1.1 |
| (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 | 448 | 184.1 |
| By Discretionary | ||
| Discretionary | 448 | 184.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 448 | 184.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.2 | |
| United States Persons | 183.0 | |
| Total | 448 | 184.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002057556] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Emerald Bay Wealth Management LLC
✚
|
CA | 0.2 |
|
Spectrum Planning & Advisory Services Inc
✚
|
CA | 0.2 |
|
Radix Organization Inc
✚
|
NY | 0.2 |
|
Brian Low Financial Group LLC
✚
|
LA | 0.2 |
|
Alere Planning LLC
✚
|
MD | 0.2 |
|
Angelus Investment Consulting Inc
✚
|
FL | 0.2 |
|
Pullen Investment Management LLC
✚
|
FL | 0.2 |
|
Flying Point Financial Inc
✚
|
MA | 0.2 |
|
Southport Station Financial Management LLC
✚
|
CT | 0.2 |
|
New Horizon Financial Strategies LLC
✚
|
NY | 0.2 |