$2.0M Total AUM
$2.0M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Harbor prime
- Established Date
- 01-04-2011
- Office Locations
- 1
Office Locations
-- LOS Angeles CA
About Lamplighter Capital Management
Lamplighter Capital Management is a Pasadena, CA RIA serving retail clients with discretionary portfolio construction and a simple, value-based investment process. Portfolios span equities, fixed income and ETFs, with flexibility to use target-date funds and derivatives (options, futures, swaps) as appropriate. Differentiator: clear, plain-English explanations of portfolio rationale and results; custody via Schwab or Interactive Brokers.
Team overview
41 AVG AGE
$2.0M AVG AUM / ADVISOR
$282.1K AVG AUM / CLIENT
15.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Crest Focus vital
Custodian
Radial focus Vertex prime Quantum Glacier
Investment Vehicles
Quantum
Services
Bridge
Technology
Atlas crest
Owner & Executives
M
MATTHEW JAMES HENNESSY
President
- CRD
- #4408292
- Ownership
- 75% or more
(377) 852-2707
meridian.frontier@meridiancapital.com
in linkedin.com/in/fusion-unison
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,974,736 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,974,736 | -- |
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Separately Managed Accounts
Total SMA Asset: $1,974,736
Equity - Exchange:
22.1% Cash:
37.7% U.S. Government/Agency:
22.3% Equity - OTC:
17.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,683,075,545 | 22.1% |
| Cash | $2,871,128,871 | 37.7% |
| U.S. Government/Agency | $1,698,306,998 | 22.3% |
| Equity - OTC | $1,363,215,034 | 17.9% |
| Total | $7,615,726,448 | 100.0% |