RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC
  • RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC

Adviser Profile

As of Date 02/23/2026
Registration SEC, Approved, 03/15/2010
Other registrations (1)
Contact Info 917 xxxxxxx
Websites
AUM* 612,164,932 17%
of that, discretionary 612,164,932 17%
Number of Employees 1 -50%
of those in investment advisory functions 1 -50%
Private Fund GAV* 0
Avg Account Size 1,784,737 36%
% High Net Worth 71.05% 24%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

612M 525M 437M 350M 262M 175M 87M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name KATZ, ABOSCH, WINDESHEIM,GERSHMAN & FREEDMAN, P.A. Filing Date06/25/2025 Form ADV-E View Report
Accounting Firm Name KATZ, ABOSCH, WINDESHEIM, GERSHMAN & FREEDMAN, P.A. Filing Date10/28/2024 Form ADV-E View Report
Accounting Firm Name KATZ, ABOSCH, WINDESHEIM, GERSHMAN & FREEDMAN, P.A. Filing Date10/26/2023 Form ADV-E View Report

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser JACOBSEN CAPITAL MANAGEMENT Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM562.9m #Funds-
Adviser MCBROOM & ASSOCIATES, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM242.1m #Funds-
Adviser CRANBROOK WEALTH MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM906.8m #Funds-
Adviser AYRSHIRE CAPITAL MANAGEMENT LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM285.1m #Funds-
Adviser FAMILY CFO INC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM289.5m #Funds-
Adviser THE NORTHSTAR GROUP, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM1.0b #Funds-
Adviser BARNETT & CO INC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM142.0m #Funds-
Adviser BASON ASSET MANAGEMENT Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM848.8m #Funds-
Adviser THE FOUNDATION INVESTMENT GROUP Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM286.5m #Funds-
Adviser POINCIANA ADVISORS GROUP, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM396.0m #Funds-

Brochure Summary