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NORTHLIGHT CAPITAL PARTNERS

WESTPORT, CT · CRD 170112 · IAPD ↗ · icx.efrontcloud.com · 646-873-6547

$582.2MRegulatory AUM
7Advisory reps
10Employees
0Clients
n/aPlanning clients
14Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2025 — NORTHLIGHT CAPITAL PARTNERS crossed $500M in regulatory AUM ($463.7M -> $527.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
13
April 2024 — NORTHLIGHT CAPITAL PARTNERS changed its website from nlightcp.com to icx.efrontcloud.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
48
April 2024 — NORTHLIGHT CAPITAL PARTNERS reported RAUM up 27% ($365.1M -> $463.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.