Light Green Advisors LLC (New York)

Name: Light Green Advisors LLC
Address: 405 Lexington Avenue, New York, NY, 10174
Telephone: 917-368-8160

Light Green Advisors LLC is a mid-sized advisory firm based in New York. It manages $89.25 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of New York.

Light Green Advisors provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Light Green Advisors: assets under management

The assets under management (AUM) of Light Green Advisors LLC is $89.25 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 120% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $89.25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $29.75 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Light Green Advisors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Light Green Advisors LLC

Jonathan Sandberg Naimon has been acting as President since 1 Sep 1998. Llc Waterfront Energy Capital joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ken F Mccready	Member	1 Aug 1998	Other	5728356
Jonathan Sandberg Naimon	President	1 Sep 1998	50% - 75%	4369268
Glenn Hans Anderson	Director	1 Sep 1998	Other	4371165
Jonathan Sandberg Naimon	Chief compliance officer	1 Oct 2004	50% - 75%	4369268
Llc Waterfront Energy Capital	Member	1 Nov 2006	Other	20-1879627

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Thomas Albert Mills	Member	1 Aug 2004	50% - 75%	1414515
Susann D Felton	Member	1 Aug 2004	25% - 50%	5306973

Based in New York

The principal office where Light Green Advisors LLC performs its advisory services is located at 405 Lexington Avenue, New York, NY 10174, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 917-368-8160 or by fax 917-368-8005. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.lightgreen.com.