PATHLIGHT INVESTORS LLC

HTTP://WWW.PATHLIGHTINVESTORS.COM/ PHOENIX, AZ How do I update this listing?

Pathlight Investors is based out of Phoenix. Pathlight Investors is a large advisory firm with 324 clients and discretionary assets under management (AUM) of $271,889,214 (Form ADV from 2018-03-17). Their last reported 13F filing for Q4 2018 included $121,112,000 in managed 13F securities and a top 10 holdings concentration of 42.4%. Pathlight Investors's largest holding is JPMorgan Chase & Co. (Chemical Bank) with shares held of 67,407. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: -0.16%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

PATHLIGHT INVESTORS, LLC
3131 EAST CAMELBACK ROAD SUITE 135
PHOENIX AZ    85016
Country: United States

Business Phone: 602-795-7600
Fax: 602-795-7601
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: AZ
Number of employees: 5
Other Business Activities: insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Commissions
Amount of client funds and securities: 178,580,000
Total Number of Clients: 324
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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PATHLIGHT INVESTORS, LLC

ownership team - last updated 2017-11-21
Name Title Start Date Direct/Indirect % Ownership
NODILO, MARTIN, JOHN CCO/MANAGING MEMBER 11/01/2009 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
CACTUS WEALTH ADVISORS, LLC MANAGING MEMBER direct 2009-11-01
PATHLIGHT INVESTORS, LLC CCO/MANAGING MEMBER direct 2009-11-01
NODILO, PATSY, LEE (HATCH) MANAGING MEMBER 11/01/2009 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
CACTUS WEALTH ADVISORS, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2009-11-01
PATHLIGHT INVESTORS, LLC MANAGING MEMBER direct 2009-11-01
LARSON, ADRIAN, JENNINGS MEMBER 11/01/2009 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
CACTUS WEALTH ADVISORS, LLC MEMBER direct 2009-11-01

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