# Lighthouse Financial

Lighthouse Financial is a Private Equity based in Largo, United States.

## Overview

- **Organization type:** Private Equity
- **Headquarters:** Largo, United States
- **Region:** North America
- **Address:** Greensboro, NC, United States
- **Founded:** 2013
- **Assets under management:** Undisclosed
- **Website:** lighthousefinancial.net
- **LinkedIn:** https://www.linkedin.com/company/lhfinancial

## Regulatory record

- **CRD number:** 137277
- **SEC file number:** 801-128475
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/137277

## About

Lighthouse Financial is an SEC-registered investment adviser in Largo, FL, registered since 2023. The firm manages $756 million in assets, with $205 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Sectors

- Industrial Tech
- Business Services
- Manufacturing

## Questions

### How does Lighthouse Financial source its deals?

Lighthouse Financial relies on a regional, relationship-driven sourcing model across the Southeast. The firm works through a network of business brokers, regional law firms, accounting practices, and industry contacts rather than broad auction processes. This approach is tailored to uncovering succession-challenged or underperforming businesses that are not formally marketed.

### Does Lighthouse Financial invest outside the Southeastern United States?

The firm's investment activity is concentrated in the Southeast, with particular emphasis on North Carolina, South Carolina, Georgia, and Virginia. While opportunistic situations elsewhere are not explicitly ruled out, Lighthouse Financial's operating model and sourcing network are built around proximity to regional manufacturing and logistics corridors.

### What is Lighthouse Financial's approach to turnarounds versus traditional buyouts?

Lighthouse Financial integrates turnaround capabilities directly into its buyout strategy. Rather than avoiding distress, the firm actively seeks situations where operational, financial, or ownership complexity has suppressed a company's performance. Its investment teams work with operating partners to execute restructuring plans, a posture that distinguishes it from firms that require clean, steady-state acquisitions.

## Related profiles

- [Lighthouse Equity Partners](https://altss.com/profile/lighthouse-equity-partners)
- [Lighthouse Funds](https://altss.com/profile/lighthouse-funds)

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Last updated: 2026-06-03T20:00:00.000Z

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