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LIGHTSPEED FACTION

PALO ALTO, CA · CRD 318821 · IAPD ↗ · 408-239-9940

$432.6MRegulatory AUM
6Advisory reps
8Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2025 — LIGHTSPEED FACTION reported RAUM up 61% ($288.9M -> $465.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2024 — LIGHTSPEED FACTION grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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