Overview
Assets Under Management: $1.1 billion
Headquarters: EDINA, MN
High-Net-Worth Clients: 826
Average Client Assets: $405,119
Frequently Asked Questions
FIRST LIGHT ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #168899), FIRST LIGHT ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
FIRST LIGHT ASSET MANAGEMENT, LLC is headquartered in EDINA, MN.
FIRST LIGHT ASSET MANAGEMENT, LLC serves 826 high-net-worth clients according to their SEC filing dated November 17, 2025. View client details ↓
According to their SEC Form ADV, FIRST LIGHT ASSET MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
FIRST LIGHT ASSET MANAGEMENT, LLC manages $1.1 billion in client assets according to their SEC filing dated November 17, 2025.
According to their SEC Form ADV, FIRST LIGHT ASSET MANAGEMENT, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 826
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 29.58
Average High-Net-Worth Client Assets: $405,119
Total Client Accounts: 1,077
Discretionary Accounts: 1,077
Regulatory Filings
CRD Number: 168899
Filing ID: 2027926
Last Filing Date: 2025-11-17 11:06:57
Website: 1