CRD: 172284
White Lighthouse Investment Management S.a.r.l.
$104.5M Total AUM
$104.5M Disc. AUM
18.4% 3Y CAGR
2 Employees
37 ADV. Clients
20 yrs Firm Age
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- Custodian
- Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-01-2006
- Office Locations
- 1
Office Locations
RUE DU Grand-CHÊNE 8 1003 Lausanne --
About White Lighthouse Investment Management S.a.r.l.
White Lighthouse Investment Management S.A.R.L. is a Lausanne, Switzerland-based advisory firm serving retail and institutional clients. The team provides portfolio construction, asset management and financial planning (including tax/estate and insurance planning) with an ETF-centric implementationits SMA assets are primarily in equity ETFsand a focus on asset allocation and risk management.
Team overview
-- AVG AGE
$52.3M AVG AUM / ADVISOR
$2.8M AVG AUM / CLIENT
20.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JONATHAN OWEN LACHOWITZ
Financial Planner, Founder, Investment Manager
- CRD
- #5778307
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $104,539,000 | $2,825,378 |
| Non-Discretionary | $0 | -- |
| Total | $104,539,000 | $2,825,378 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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