CRD: 145682
RED Lighthouse Investment Management, LLC
$612.2M Total AUM
$612.2M Disc. AUM
10.4% 3Y CAGR
1 Employees
110 ADV. Clients
16 yrs Firm Age
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- Custodian
- Assetmark ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-15-2010
- Office Locations
- 1
Office Locations
-- -- --
About RED Lighthouse Investment Management, LLC
RED Lighthouse Investment Management, LLC is a Hillsdale-based RIA. The firm has been operating for 16 years. Managing $612.2M in total assets under management, with 1 advisory representatives. They custody assets with Assetmark and Charles Schwab & Company.
Team overview
67 AVG AGE
$612.2M AVG AUM / ADVISOR
$5.6M AVG AUM / CLIENT
9.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MARK H SLADKUS
Chief Compliance Officer, President
- CRD
- #874154
- Ownership
- 75% or more
Available
Available
Available
G
GARY CHARLES LINK
Partner
- CRD
- #2703651
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $612,164,932 | $1,784,737 |
| Non-Discretionary | $0 | -- |
| Total | $612,164,932 | $1,784,737 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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