NORTHLIGHT FINANCIAL LLC
CRD #139223 SEC #801-66034 NEW YORK, NY 212-247-0330
SEC Registered Private Funds
Total AUM
$88.7M
Discretionary
$2.4M
Employees
5
Clients
--
Accounts
3
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2018 | $88.7M | $2.4M | $86.3M | 5 | 1 |
| May 2017 | $164M | $5.3M | $158.6M | 5 | 1 |
| Mar 2017 | $164M | $5.3M | $158.6M | 5 | 1 |
| Sep 2016 | $342.1M | $7.6M | $334.5M | 5 | 1 |
| Mar 2016 | $342.1M | $7.6M | $334.5M | 5 | 1 |
| Mar 2015 | $202.3M | $45.5M | $156.8M | 5 | 1 |
| Mar 2014 | $227.1M | $66M | $161.1M | 5 | 1 |
| Mar 2013 | $286.1M | $97.4M | $188.7M | 5 | 1 |
| Mar 2012 | $297.9M | $171.2M | $126.7M | 6 | 1 |
| Feb 2012 | $344.3M | $252.3M | $92M | 6 | 1 |
| Feb 2012 | $344.3M | $252.3M | $92M | 6 | 1 |
| Dec 2011 | $344.3M | $252.3M | $92M | 6 | 1 |
| Mar 2011 | $344.3M | $252.3M | $92M | 10 | -- |
| Mar 2007 | $210M | $40M | $170M | 5 | -- |
| Feb 2006 | $277M | $40M | $237M | 5 | -- |
| Jan 2006 | $277M | $40M | $237M | 5 | -- |
DateFeb 2018
Total AUM$88.7M
Discretionary$2.4M
Non-Disc.$86.3M
Employees5
Clients1
DateMay 2017
Total AUM$164M
Discretionary$5.3M
Non-Disc.$158.6M
Employees5
Clients1
DateMar 2017
Total AUM$164M
Discretionary$5.3M
Non-Disc.$158.6M
Employees5
Clients1
DateSep 2016
Total AUM$342.1M
Discretionary$7.6M
Non-Disc.$334.5M
Employees5
Clients1
DateMar 2016
Total AUM$342.1M
Discretionary$7.6M
Non-Disc.$334.5M
Employees5
Clients1
DateMar 2015
Total AUM$202.3M
Discretionary$45.5M
Non-Disc.$156.8M
Employees5
Clients1
DateMar 2014
Total AUM$227.1M
Discretionary$66M
Non-Disc.$161.1M
Employees5
Clients1
DateMar 2013
Total AUM$286.1M
Discretionary$97.4M
Non-Disc.$188.7M
Employees5
Clients1
DateMar 2012
Total AUM$297.9M
Discretionary$171.2M
Non-Disc.$126.7M
Employees6
Clients1
DateFeb 2012
Total AUM$344.3M
Discretionary$252.3M
Non-Disc.$92M
Employees6
Clients1
DateFeb 2012
Total AUM$344.3M
Discretionary$252.3M
Non-Disc.$92M
Employees6
Clients1
DateDec 2011
Total AUM$344.3M
Discretionary$252.3M
Non-Disc.$92M
Employees6
Clients1
DateMar 2011
Total AUM$344.3M
Discretionary$252.3M
Non-Disc.$92M
Employees10
Clients--
DateMar 2007
Total AUM$210M
Discretionary$40M
Non-Disc.$170M
Employees5
Clients--
DateFeb 2006
Total AUM$277M
Discretionary$40M
Non-Disc.$237M
Employees5
Clients--
DateJan 2006
Total AUM$277M
Discretionary$40M
Non-Disc.$237M
Employees5
Clients--