DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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SEC-registered adviser

L•••• A•• C•••••• M••••••••• L••

Asset manager (funds and pooled vehicles)Greenwich, ConnecticutCRD 339985SEC 801-135307websiteIAPD
Latest filing Jun 2, 2026
First filing on the tape Feb 12, 2026 · 4 filings
SEC status approved since Feb 13, 2026
RAUM
$324M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
6
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
4 filings and snapshots on the tape
RAUM$324M as of Jun 2, 2026
Feb 12, 2026$0 then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 2, 2026
Feb 12, 20260 then
Employees (5.A)6 as of Jun 2, 2026
Feb 12, 20264 then
Private funds1 as of Jun 2, 2026
May 28, 20261 then
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Jun 2, 2026; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$81.0MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, performance-basedreportedItem 5.E
Advisory activities
portfolio management for pooled vehiclesreportedItem 5.G
Custody
$199M, 3 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
  • a related person has custody of client cash (9.B.1.a)
  • a related person has custody of client securities (9.B.1.b)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$324M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
4reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$199M for 3 clientsreported
Compensation
% of AUM, performancereported
Class basis
private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • C•••• Y••••• · Deputy Chief Investment Officercontrol
        since 09/2025 · owns 25% to 50%
      • M•••••••• R••• · Chief Executive Officer And Chief Investment Officercontrol
        since 09/2025 · owns 75% or more
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Accounts · 0 to 4
        Mar 9, 2026 to May 28, 2026
      • Advisory employees · 2 to 4
        Mar 9, 2026 to May 28, 2026
      • Business name · O•• R•••• V••••••••• A•••••••• L•• to L•••• A•• C•••••• M••••••••• L••
        Mar 9, 2026 to May 28, 2026
      • Pooled vehicle clients · unset to 4.0
        Mar 9, 2026 to May 28, 2026
      • Assets in custody · unset to 199382090.0
        Mar 9, 2026 to May 28, 2026
      • Custody of client assets · false to true
        Mar 9, 2026 to May 28, 2026
      • Employees · 3 to 6
        Mar 9, 2026 to May 28, 2026
      • HQ city · to GREENWICH
        Mar 9, 2026 to May 28, 2026
      • HQ state · to CT
        Mar 9, 2026 to May 28, 2026
      • Legal name · O•• R•••• V••••••••• A•••••••• L•• to L•••• A•• C•••••• M••••••••• L••
        Mar 9, 2026 to May 28, 2026
      • Private funds · unset to 1
        Mar 9, 2026 to May 28, 2026
      • Discretionary RAUM · $0 to $324M
        Mar 9, 2026 to May 28, 2026
      • Pooled vehicle RAUM · unset to 324051110.0
        Mar 9, 2026 to May 28, 2026
      • RAUM · $0 to $324M
        Mar 9, 2026 to May 28, 2026
      • Related bank · false to true
        Mar 9, 2026 to May 28, 2026
      • Employees · 4 to 3
        Feb 12, 2026 to Mar 9, 2026
      • Related adviser · true to false
        Feb 12, 2026 to Mar 9, 2026
      • Related bank · true to false
        Feb 12, 2026 to Mar 9, 2026
      Signals
      No event on the tape.
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/light-arc-capital-managementreportedpublic record, Form ADV, Sep 19, 2026
      Website
      l•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
      Principal office phone
      475-385-2289reportedpublic record, Form ADV, Jun 2, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026