WHITE LIGHTHOUSE INVESTMENT MANAGEMENT S.A.R.L.
Adviser information for WHITE LIGHTHOUSE INVESTMENT MANAGEMENT S.A.R.L. last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Switzerland |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 40 | $80.2M |
| Non-Discretionary | 0 | $0 |
| Total | 40 | $80.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 16 | $8.7M |
| HNW Individuals | 23 | $70.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 1 | $979,000 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 100 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-80345 |
|---|---|
| SEC ERA File Number | 801-80345 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 172284 |
| Legal Entity Identifier | 894500W7POZSFFDU9D71 |
Principal Office
AV D'OUCHY 291006 LAUSANNE
Switzerland
APPOINTMENT ONLY, NONE
Tel: 41 22 548 1431, Fax: None
Websites
Chief Compliance Officer
JONATHAN LACHOWITZ
OWNER & MANAGING DIRECTOR
AV DU LEMAN 34
1005 LAUSANNE
Switzerland
Tel:
41 79 230 2600
L********@*******************M
(Full email address available in API data)
Regulatory Contact
KATHLEEN QUINTERO
OPERATIONS MANAGER - WLIM INC
1282 PADDINGTON ROAD
MAHWAH
NJ
United States
Tel:
201-394-9067
K********@*******************M
(Full email address available in API data)
Industry Affiliates
| WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC. | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LACHOWITZ, JONATHAN, OWEN | Individual | – | OWNER-MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | 05/2006 | > 75% |