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Lighthouse Investment Advisors
Lighthouse Investment Partners is an SEC-registered investment adviser in Palm Beach Gardens, FL, registered since 2005. The firm manages $87.4 billion in...
Overview
Lighthouse Investment Partners is an SEC-registered investment adviser in Palm Beach Gardens, FL, registered since 2005. The firm manages $87.4 billion in assets, $85.2 billion on a discretionary basis. It has 481 employees and 206 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Palm Beach Gardens
Corporate office
Baltimore, Palm Beach Gardens, New York, Washington, Leesburg, United States
Additional offices
Palm Beach Gardens · New York · Washington · Leesburg
Sector focus
Frequently asked questions
How does Lighthouse Investment Advisors manage investment risk for retirees?
Risk management combines customized asset allocation with a heavy reliance on insurance products. The firm highlights insurance solutions designed to guard against large market drawdowns — a posture that prioritizes principal protection and guaranteed income streams over pure market exposure.
What technology or tools does the firm offer to clients?
Generational Vault, a proprietary client portal, gives clients round-the-clock access to aggregated account views and secure document storage. The firm also uses a public-facing engagement tool called Color of Money Risk Analysis to initiate financial conversations with prospective clients.
From which locations does Lighthouse Investment Advisors operate?
The firm lists offices in Baltimore, Maryland; Palm Beach Gardens, Florida; New York, New York; Washington, DC; and Leesburg, Virginia. This geographic footprint supports a multi-generational client base across the Mid-Atlantic and the Southeast.
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