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WHITE LIGHTHOUSE INVESTMENT MANAGEMENT S.A.R.L.

CRD 172284 · SEC 801-80345

Corporate platformLLC

Large incorporated asset manager or corporate group — typically not a local adviser team.

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RUE DU GRAND-CHÊNE 8, 1003 LAUSANNE, CH 1003, Switzerland

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$104.5M

Discretionary AUM

$104.5M

Team

2 total employees; 2 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-18

Disciplinary history

No

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  • SEC IAPD

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Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals10$5.2M
High net worth individuals26$99.3M
Corporations/business entities1$20K

All web addresses on file

Official SEC filing: View on IAPD