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- Custodian
- Charles Schwab & Company · Gemini Trust · UBS
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-22-2022
- Office Locations
- 1
Office Locations
About First Light Investment Advisors
First Light Investment Advisors is a Manchester, MA investment advisory firm providing customized investment portfolios for individuals and institutions. The firm is equity-focused, offering US Equity (growth/value), GARP, and a higher-volatility High Growth strategy with meaningful technology concentration, designed to outpace the S&P 500 over time. Team cites 80+ years combined equity-market experience; primary custodian is Charles Schwab.
Team overview
Insights
Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
MIGUEL BARRON
Investment Advisor, Managing Partner
- CRD
- #2596975
- Ownership
- 25% but less than 50%
ADAM DAVID NEVES
Chief Compliance Officer, Investment Advisor, Managing Partner
- CRD
- #4887064
- Ownership
- 25% but less than 50%
Vertex horizon
Meridian meridian ridge
- CRD
- #55550
- Ownership
- 41.1%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,369,492 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,369,492 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,369,492
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,709,512,477 | 32.7% |
| Cash | $1,767,019,013 | 33.8% |
| Derivatives | $1,751,335,412 | 33.5% |
| Total | $5,227,866,902 | 100.0% |