LIGHTYEAR CAPITAL LLC
Latest filing: Apr 21, 2025 (50 days ago)
AUM
$7,198,539,301
43% change vs. 1 year ago
47% change vs. 3 years ago
296% change vs. 5 years ago
271% change vs. 10 years ago
Employee Count
50
2% change vs. 1 year ago
28% change vs. 3 years ago
43% change vs. 5 years ago
108% change vs. 10 years ago
Main Office
NEW YORK, NY
40 WEST 57TH STREET, NEW YORK, NY, UNITED STATES, 10019
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $7.2 |
| Non-Discretionary | $0.0 |
| Total | $7.2 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $7.2 |
| Institutional | $0.0 |
| Total | $7.2 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| LIGHTYEAR FUND V (CAYMAN) GP, LLC | $0.0 | - | |
| LIGHTYEAR FUND V (CAYMAN) GP, L.P. | $0.0 | - | |
| LIGHTYEAR FUND III GP, L.P. | $0.0 | - | |
| LIGHTYEAR FUND IV GP HOLDINGS, LLC | $0.0 | - | |
| LIGHTYEAR FUND V GP HOLDINGS, LLC | $0.0 | - | |
| LIGHTYEAR FUND V GP, L.P. | $0.0 | - | |
| LIGHTYEAR FUND IV GP, L.P. | $0.0 | - | |
| LIGHTYEAR FUND III GP HOLDINGS, LLC | $0.0 | - | |
| LIGHTYEAR FUND VI GP, L.P. | $0.0 | - | |
| LIGHTYEAR FUND VI GP HOLDINGS, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
7 active
| Name | Title |
|---|---|
| FORLANO, LORI, JO | MANAGING DIRECTOR/GENERAL COUNSEL/CHIEF ADMINISTRATIVE OFFICER |
| VASSALLO, MARK, FRANCIS | MANAGING PARTNER, MANAGING MEMBER |
| CHICIAK, DOUGLAS, ANDREW | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER |
| STENCEL, DANIEL, BENJAMIN | MANAGING DIRECTOR/CHIEF FINANCIAL OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $7.2 | $0.0 | 0% | 50 | 0 | 0% |
| 2025-04-21 | $7.2 | $0.0 | 0% | 50 | 0 | 0% |
| 2024-04-02 | $5.0 | $2.2 | 43% | 49 | 1 | 2% |
| 2023-04-04 | $4.1 | $3.1 | 74% | 50 | 0 | 0% |
| 2022-04-01 | $4.9 | $2.3 | 47% | 39 | 11 | 28% |
| 2021-04-05 | $3.2 | $4.0 | 126% | 34 | 16 | 47% |
| 2020-04-01 | $1.8 | $5.4 | 296% | 35 | 15 | 43% |
| 2019-04-01 | $2.2 | $5.0 | 227% | 38 | 12 | 32% |
| 2018-04-02 | $2.3 | $4.9 | 218% | 38 | 12 | 32% |
| 2017-04-01 | $2.2 | $5.0 | 225% | 38 | 12 | 32% |
| 2016-04-01 | $1.7 | $5.5 | 319% | 36 | 14 | 39% |
| 2015-04-01 | $1.9 | $5.3 | 271% | 24 | 26 | 108% |
| 2014-04-01 | $2.4 | $4.8 | 197% | 24 | 26 | 108% |
| 2013-04-01 | $2.1 | $5.1 | 243% | 25 | 25 | 100% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| NY, |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV