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Lightstone Capital Advisers, LLC (White Plains)


Lightstone Capital Advisers, LLC is a mid-sized advisory firm based in White Plains. It manages $29.91 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of New York and Texas.

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Lightstone Capital Advisers provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lightstone Capital Advisers: assets under management

The assets under management (AUM) of Lightstone Capital Advisers, LLC is $29.91 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $29.91 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $14.95 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Lightstone Capital Advisers, 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.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
The Lightstone Trust Owner 1 Sep 1998 25% - 50% 13-7254864
John Bernard Lightstone Owner 1 Apr 2009 50% - 75% 2847052

Based in White Plains

The principal office where Lightstone Capital Advisers, LLC performs its advisory services is located at 2 Overlook Road, White Plains, NY 10605 2426, 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 914-328-4006 or by fax N/A. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at lightstonecapital.com.


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