a personalized approach to your investments.
At Lightman Capital we offer a different approach to wealth management. Our team believes that each of our clients is a partner, a relationship we value personally and professionally.
ABOUT LIGHTMAN CAPITAL
Tailored portfolios.
Tailored relationships.
company values
Our goal is to provide institutional-level expertise along with a boutique firm experience. Every client is important to us. We strive to provide independent, unbiased advice and take the time up front to understand each client’s unique situation.
SERVICE VALUES
We are not a “volume” investment provider. We have a small number of clients and specialize in clients with $5mm of investible assets and above in order to retain a superior service level. We hope to be your trusted advisor, committed to helping you make important personal and financial decisions. We also have a deep bench of knowledge to help you with important needs such as estate planning, tax planning, and business exit strategies.
INVESTING VALUES
We are big believers in pairing a Warren Buffet-investment philosophy in the public markets with an endowment model that incorporates private equity, private credit, hedge funds and co-investment opportunities in unique sectors of the market that are not accessible to the average retail investor. Our independence from large banks allows us to minimize conflicts of interest, and to select managers and solutions across investment firms.
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