# Lightcap Financial Group

Lightcap Financial Group is a Multi Family Office based in San Diego, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** San Diego, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** lightcapfinancial.com

## Regulatory record

- **CRD number:** 334873
- **SEC file number:** 801-132050
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/334873

## About

Lightcap Financial Group is a local team of independent advisors backed by trusted national partners. They offer time-tested, customized strategies and unbiased guidance focused on value and securing clients’ financial legacies. Services include financial planning, retirement planning, investment management, tax planning, estate and trust planning, insurance and annuity planning, business planning, and education planning. They serve retirees, business owners, and families.

## Sectors

- Real Estate
- Private Credit
- Infrastructure

## People

- Colleen Garrett

## Questions

### How does Lightcap Financial Group source proprietary deal flow?

Lightcap Financial Group sources transactions through its network of affiliated family offices and direct relationships with middle-market companies and sponsors. The firm does not rely on a public deal-sourcing platform. It originates deals through direct outreach and co-investment partnerships, often acting as a lead or anchor participant in club deals.

### What investment stages does Lightcap Financial Group typically target?

The firm concentrates on middle-market direct investments, primarily in real estate, private credit, and infrastructure. It does not participate in early-stage venture rounds or public-market securities. Its typical transactions involve established, cash-flow-generating assets or credit instruments. Stage targets are not explicitly published.

### Does Lightcap Financial Group participate in fund commitments or only direct deals?

Lightcap Financial Group focuses on direct co-investments rather than committing to external funds. The firm avoids fund-of-funds structures and limited partner commitments to pooled vehicles. It structures its investments as direct equity or debt positions, often through special-purpose vehicles or club-deal entities.

### What is Lightcap Financial Group's known posture on co-investments alongside external GPs?

The firm participates in co-investments alongside other family offices, but no specific general partner relationships have been publicly disclosed. It acts as a sidecar investor in larger transactions. Its multi-family structure allows it to write larger checks than a single family could, enabling it to join institutional syndicates.

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Last updated: 2026-08-11T15:07:19.634Z

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