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NORTHLIGHT GROUP

Business and Investment Profile

The NORTHLIGHT GROUP is a privately held investment adviser that advises $676.43mn in regulatory assets under management held in 2 SEC fund types across 1 investment strategies. NORTHLIGHT GROUP is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 80.74% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 9.67 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 33 GLASSHOUSE STREET, LONDON, -. The Group has not been subject to regulatory enforcement actions. They are regulated by 5 US and Non-US bodies.

Asset Profile

Their $676.43mn in assets advised are owned by 3 private funds, 1 public fund and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $448.83mn or 66.35% of Total Assets and Investment Companies (IC) own $227.6mn or 33.65% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include FI/Credit - Diverse, representing 100% of total assets, respectively.

Client Profile

They advise Hybrid Fund fund type.

Service Provider Profile

The Group uses 3 Fund Administrators, 1 Fund Auditors, 2 Prime Brokers, 3 Custodians and 2 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group does not disclose any type of fee.

Sub-Advisers

NORTHLIGHT GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Business Complexity/Risk Profile

They have a MEDIUM-WATCH risk business model that requires a high degree of process maturity to manage operational risk. A Manager Group has a "High Complexity" when 25% or more of 63 business conditions measured require a high level of process maturity to manage the risk. The "Watch" suffix indicates that one or more of the following business conditions carry a high-complexity score: 1) % Fund Assets Valued Internally, 2) prior Regulatory Violations, 3) Unqualified Audits, 4) Multi-Functional C-Suite and 5) Business Concentration Risk with an Auditor or Administrator.

In NORTHLIGHT GROUP's case, they have 10 business conditions that require high process maturity and 1 Watch Factors.

Full profile: NORTHLIGHT GROUP

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Keywords: [NORTHLIGHT]
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