Lighthouse Investment Partners, Llc
SEC-registered
Private Fund Manager · Large ($10B–$100B)
CRD 136591
· SEC file 801-64978
· Palm Beach Gardens, FL
· WWW.NORTHROCKLLC.COM
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ADV data as of May 28, 2026
- Regulatory AUM
- $87.4B
- Discretionary
- $85.2B
- Clients
- 126
- Avg AUM / client
- $693M
- Accounts
- 128
- Employees
- 481
AUM over time
$20.7B
$87.4B
Mar 2012
May 2026
Annual snapshots from Form ADV filings · as of May 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 126 | $85.7B | 98.1% |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | $1.6B | 1.83% |
| Other | Fewer than 5 clients | $31.3M | 0.04% |
Private funds (140)
View all →Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $72.9B combined gross assets
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Perkins, Jon, Scott | Vice President And Executive Managing Director | Aug 2005 (21y) | Less than 5% | |
| Swan, Robert, Patterson | Vice President And Chief Operating Officer | Aug 2005 (21y) | Less than 5% | |
| Alvarez, Cesar, Daniel | Chief Compliance Officer | Jan 2016 (11y) | Less than 5% | |
| Browning, Benjamin, Charles | President | Jan 2022 (5y) | Less than 5% | |
| Mcgould, Sean, Gerard | Chief Executive Officer, Chief Investment Officer | Jan 2022 (5y) | Less than 5% | |
| Pollok, David, Gregory | Chief Legal Officer / Chief Administrative Officer | Dec 2023 (3y) | Less than 5% | |
| Jeritt Michael Bushaw | Registered representative | CFA | Nov 2022 (4y) | |
| Jonathan Goh | Registered representative | Dec 2022 (4y) | ||
| Michael Jacobs | Registered representative | Jun 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Lhp Investments, Llc | Member | Jan 2006 | A | 75% or more |
| Hfa Lighthouse Holdings Corp. | Member | Jan 2008 | A | 10% – 25% |
| Hfa Lighthouse Holdings Corp. | Member | Jan 2008 | B | ≈ 56.25% – 100% via Lhp Investments, Llc |
| Navigator Global Investments Limited | Shareholder | Jan 2008 | B | ≈ 7.5% – 25% via Hfa Lighthouse Holdings Corp. |
| Blue Owl Capital Carry Lp | Member | May 2021 | B | 75% or more of Blue Owl Gp Stakes Gp Holdings Llc (indirect) |
| Blue Owl Capital Gp Holdings Llc | Managing Member | Nov 2021 | B | 75% or more of Blue Owl Capital Gp Llc (indirect) |
| Blue Owl Capital Inc. | Managing Member | Nov 2021 | B | 75% or more of Blue Owl Capital Gp Holdings Llc (indirect) |
| Blue Owl Gp Stakes I (C) I Lp | Member | Nov 2020 | B | ≈ 0.94% – 9.38% via Dyal Trust I |
| Blue Owl Gp Stakes I (C) Ii Lp | Member | Nov 2020 | B | ≈ 0.94% – 9.38% via Dyal Trust I |
| Blue Owl Gp Stakes Offshore Investor Lp | Limited Partner | Oct 2020 | B | ≈ 0.47% – 7.03% via Blue Owl Gp Stakes I (C) I Lp |
| Dyal Trust I | Shareholder | Jan 2024 | B | ≈ 1.88% – 12.5% via Navigator Global Investments Limited |
| Nbsh Blue Investments, Llc | Limited Partner | May 2021 | B | 25% – 50% of Blue Owl Capital Carry Lp (indirect) |
| Neuberger Berman Australia Ltd | Trustee | Oct 2020 | B | GP / trustee / elected manager of Dyal Trust I (indirect) |
| Blue Owl Gp Stakes I Gp Llc | General Partner | May 2021 | B | GP / trustee / elected manager of Blue Owl Gp Stakes Offshore Investor Lp (indirect) |
| Blue Owl Gp Stakes Gp Holdings Llc | General Partner | Feb 2015 | B | GP / trustee / elected manager of Blue Owl Gp Stakes Offshore Investor Lp (indirect) |
| Nbsh Acquisition Llc | Managing Member | May 2021 | B | GP / trustee / elected manager of Nbsh Blue Investments, Llc (indirect) |
| Blue Owl Capital Gp Llc | General Partner | May 2021 | B | GP / trustee / elected manager of Blue Owl Capital Carry Lp (indirect) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Hfa Lighthouse Holdings Corp.: 75% – 100% of Lhp Investments, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Navigator Global Investments Limited: 75% – 100% of Hfa Lighthouse Holdings Corp. × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Blue Owl Gp Stakes I (C) I Lp: 50% – 75% of Dyal Trust I × 25% – 50% of Navigator Global Investments Limited × 75% – 100% of Hfa Lighthouse Holdings Corp. × 10% – 25% direct ≈ 0.94% – 9.38% of the firm
- Blue Owl Gp Stakes I (C) Ii Lp: 50% – 75% of Dyal Trust I × 25% – 50% of Navigator Global Investments Limited × 75% – 100% of Hfa Lighthouse Holdings Corp. × 10% – 25% direct ≈ 0.94% – 9.38% of the firm
- Blue Owl Gp Stakes Offshore Investor Lp: 50% – 75% of Blue Owl Gp Stakes I (C) I Lp × 50% – 75% of Dyal Trust I × 25% – 50% of Navigator Global Investments Limited × 75% – 100% of Hfa Lighthouse Holdings Corp. × 10% – 25% direct ≈ 0.47% – 7.03% of the firm
- Dyal Trust I: 25% – 50% of Navigator Global Investments Limited × 75% – 100% of Hfa Lighthouse Holdings Corp. × 10% – 25% direct ≈ 1.88% – 12.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (140, $72.9B gross assets)
Top 25 of 140 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/28/2026 | 38.3 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
- • Other fees
- • REIMBURSEMENT OF EXPENSES
Services
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Reported custodians
- Royal Bank Of Canada (Channel Islands) Limited $1.6B (2% of AUM) May 2026
- Citco Custody Ltd $496M (1% of AUM) Sep 2025
- Northern Trust $228M (0% of AUM) Aug 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 28, 2026.
View current Form ADV (SEC/IAPD) ↗