AdFi
L

Lighthouse

SEC Registered

Where Wealth Meets Intelligence

https://lighthouseinvest.io2014679489
Assets Under Management
Under $100M
Employees
2
Office Locations
1 office
Total Accounts
5

About the firm

LightHouse is an SEC-registered robo-advisor based in New York City, started by former hedge fund quants, offering quantitative investment strategies through a transparent platform. The firm provides institutional-quality trading systems and multiple quant strategies designed for retail investors with clear terms and predictable fees.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

High Net Worth

Areas of expertise

Quantitative InvestingRobo-advisorActive StrategiesHedge Fund QuantsMulti-strategy InvestingRisk ManagementCryptoFuturesTax Loss HarvestingSEC-registered

Services

Quantitative investment strategies including the LightHouse US Stock Flagship strategy, AlgoReturn Smart Index Strategy, LightHouse Alpha Crypto Strategy, and AlgoReturn Futures Growth Flagship Strategy; active trading powered by quantitative models; hedge-fund grade infrastructure for execution, risk management, and position monitoring; and tax loss harvesting.

Who they serve

Retail investors

Client segmentClientsAssets managed
Individuals (Non-HNW)5$556k
High Net Worth Individuals0$0
Investment Companies0
Pooled Investment Vehicles0$0
Pension/Profit Sharing Plans0$0
Charitable Organizations0$0
State/Municipal Entities0
Insurance Companies0
Sovereign Wealth Funds0
Corporations0$0

Leadership

Yijia Zhang
CEO, CCO
Zuwei Sun
CTO

Office locations

1 office in 1 states
HQ

Regulatory & compliance

CRD number
#330415
SEC Number
801-129789
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based

Data as of March 31, 2025 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lighthouse has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Lighthouse - Financial Advisory Firm | AdvisorFinder