White Lighthouse Investment Management S.A.R.L. (1006 Lausanne)

Name: White Lighthouse Investment Management S.A.R.L.
Address: Av D'ouchy 29, 1006 Lausanne, Ch 1006
Telephone: 41 22 548 1431

White Lighthouse Investment Management S.A.R.L. is an adviser based in 1006 Lausanne. It manages $46.89 million of regulatory assets for 53 client accounts. It has been registered with the SEC as an adviser since 2014.

White Lighthouse Investment Management S.A.R.L provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

White Lighthouse Investment Management S.A.R.L: assets under management

The assets under management (AUM) of White Lighthouse Investment Management S.A.R.L. is $46.89 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 116% since the beginning of its operation, and $40.32 million of the total AUM is attributable to clients outside of the United States.

The firm manages $46.89 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $884.74 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 87% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 8% of the firm’s portfolio. Investments in pooled investment vehicles form 4% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay White Lighthouse Investment Management S.A.R.L. for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients White Lighthouse Investment Management S.A.R.L serves?

The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of White Lighthouse Investment Management S.A.R.L is high net worth individuals with 27 clients and $40.77 million of assets under management. Among the 5 most similar advisory firms, White Lighthouse Investment Management S.A.R.L has the 2nd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $46.89 million for 44 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 93% of the firm’s clients are foreign persons or businesses.

White Lighthouse Investment Management S.A.R.L doesn't advise any private funds.

Careers at White Lighthouse Investment Management S.A.R.L.

The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jonathan Owen Lachowitz	Owner, chief compliance officer	1 May 2006	75% - 100%	5778307

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Saskia Heijerman Lachowitz	Part owner (5%)	1 May 2006	Other	6384278

Based in 1006 Lausanne

The principal office where White Lighthouse Investment Management S.A.R.L. performs its advisory services is located at Av D'ouchy 29, 1006 Lausanne, Ch 1006, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 41 22 548 1431. The normal business hours are none on Other. You can find more information about the New York firm at white-lighthouse.com.