Lighthaven Capital Management LLC

Lighthaven Capital Management LLC (CRD# 156534) is a financial advisory firm headquartered in , . They manage $2,700,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $2,700,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Lighthaven Capital Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
Eric Chung
CRD#: 5888137
San Francisco, CA
93
Wealthminder
score

Eric Chung (CRD# 5888137) is an Investment Advisor Representative working at Lighthaven Capital Management LLC in San Francisco, CA and has over 6 years of experience in the finance industry.

2
James Morrissey
CRD#: 6412044
San Francisco, CA
90
Wealthminder
score

James Morrissey (CRD# 6412044) is an Investment Advisor Representative working at Lighthaven Capital Management LLC in San Francisco, CA and has over 4 years of experience in the finance industry.

3
John F. Beasley
CRD#: 6274733
San Francisco, CA
89
Wealthminder
score

John Beasley (CRD# 6274733) is an Investment Advisor Representative working at Lighthaven Capital Management LLC in San Francisco, CA and has over 3 years of experience in the finance industry.

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