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LIGHTHOUSE INVESTMENT PARTNERS, LLC
CRD 136591File 801-64978
APPROVED
Custody
Filing as of Sep 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$107.45B
Top 10% of cohort (national)
Discretionary AUM
$68.74B
Non-discretionary $38.70B
Clients
139
140 accounts
Employees
449
Top 10% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Nov 29, 2005
- Principal office
- 3801 PGA BLVD., SUITE 604, PALM BEACH GARDENS, FL, 33410
- Phone
- 561-741-0820
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $107.45B
- Discretionary AUM
- $68.74B
- Non-discretionary AUM
- $38.70B
- Discretionary accounts
- 137
- Non-discretionary accounts
- 3
- Total accounts
- 140
- AUM per client
- $773.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Non-U.S. persons | Fewer than 5 | $1.82B |
| Pooled investment vehicles | 139 | $105.63B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — REIMBURSEMENT OF EXPENSES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Dec 1, 2025 vs May 1, 2025 | Employees | 413 | 481 | increased by68 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 135 | 126 | decreased by9 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $74,147,147,934 | $87,376,978,835 | increased by$13,229,830,901 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 137 | 128 | decreased by9 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 189 | 413 | increased by224 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 143 | 135 | decreased by8 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $54,565,716,111 | $74,147,147,934 | increased by$19,581,431,823 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 145 | 137 | decreased by8 |
| Oct 1, 2022 | Employees | 136 | 189 | increased by53 |
| Oct 1, 2022 | Clients | 148 | 143 | decreased by5 |
| Oct 1, 2022 | AUM | $64,086,141,161 | $54,565,716,111 | decreased by$9,520,425,050 |
| Oct 1, 2022 | Accounts | 148 | 145 | decreased by3 |
| Oct 1, 2021 | Employees | 110 | 136 | increased by26 |
| Oct 1, 2021 | Clients | 151 | 148 | decreased by3 |
| Oct 1, 2021 | AUM | $46,258,655,598 | $64,086,141,161 | increased by$17,827,485,563 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LIGHTHOUSE INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LIGHTHOUSE INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.