Lightyear Capital LLC
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Learn more about Lightyear Capital LLC
Overview
Lightyear Capital LLC is located at 40 West 57th Street, New York, NY. The firm employs 23 financial advisors to manage client portfolios and provide financial guidance. Lightyear Capital LLC is not a registered broker-dealer.
Lightyear Capital LLC oversees $5.0 billion in assets under management across 21 accounts, all of which are discretionary. The services offered include portfolio management for pooled investment vehicles and other services. The firm caters to pooled investment vehicles, with this type being the largest client type by accounts. The fee structure at Lightyear Capital LLC includes asset-based and performance-based fees. The firm maintains affiliations with a commodity pool advisor.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Lightyear Capital LLC by the Numbers
$5.0 billion
49
21
$238.9 million
Fee Structure
A financial advisor's fees typically depend on which service is provided. Fees charged by Lightyear Capital LLC likely consist of any blend of the following fee types: asset-based or performance-based.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It works with pooled investment vehicles. Lightyear Capital LLC's largest client type by number of accounts is pooled investment vehicles.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Lightyear Capital LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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