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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-01-2022
- Office Locations
- 3
Office Locations
About Light Capital LLC
Light Capital LLC is a Santa Monica, CA registered investment adviser serving retail and institutional clients, with a focus on entrepreneurs. The firm provides portfolio construction and asset-allocation guidance across ETFs, mutual funds, private funds and private placements, including cryptocurrency/digital asset exposure. Founder-led by Edward T. McGlasson (CEO/CIO/CCO) and custodied at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
EDWARD TANDY MCGLASSON
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, FOUNDER
- CRD
- #6147711
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Alyssa Ellard
Director
- CRD
- --
EDWARD TANDY MCGLASSON
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, FOUNDER
- CRD
- #6147711
Showing 2 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $56,430,743 | $773,024 |
| Non-Discretionary | $78,833,189 | $812,713 |
| Total | $135,263,932 | $795,670 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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