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Lighthouse Capital Management

10000 Memorial Dr, Suite 300
Houston, Texas 77024
United States
 
Contact :      Mr. Paul Horton, President
Phone :       (713) 688-6881
Fax :             (713) 688-6550
Email :         phorton@lighthousecapital.com
Web :           http://www.lighthousecapital.com

Lighthouse Capital Management Information

Type of organization : General Partnership
Total Assets Managed ($Mil) : $457
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) : $0
Year Founded : 1988
Wrap Programs Offered? : Yes
# of Accounts Managed : 311
In-House Research : 100 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands
  $

Lighthouse Capital Management History

Lighthouse Capital Management, Inc. is a Registered Investment Advisor. We provide money management services for individuals, corporations, retirement funds, trusts and charitable institutions. Our main objective is for each client to receive exceptional service,a tailored portfolio and the option of having a performance driven fee schedule. We are committed to always putting the client's interests first. By basing a large portion of our compensation on relative performance, we win only when the client wins.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
290
$354
 
Limited Partnership :
13
$51
 
Foundations :
3
$7
ERISA :
Unions, Taft-Hartley :
Public :
Others :
10
$26
Total # of Professional : 10 Analysts : 3
Portfolio Managers : 7 Traders : 1
Client Service : 7 Operation : 3

Lighthouse Capital Management Personnel

Mr.  Paul G. Horton

President/CEO
Tel : (713) 688-6881
Email: phorton@lighthousecapital.com

Mr.  Richard S. T. Hunter

Researcher/Analyst
Tel : (713) 688-6881
Email: rhunter@lighthousecapital.com

Ms.  Christine Cobb

Client Contact
Tel : 713-688-6881
Email: ccobb@lighthousecapital.com

Mr.  Christopher Matlock

Vice President
Tel : 713-688-6881
Email: cmatlock@lighthousecapital.com
Mr. Matlock joined Lighthouse in September 2002 as Chief Investment Officer. His responsibilities include oversight of the investment research process and strategy as well as research for stock selection. Mr. Matlock comes from JP Morgan Fleming Asset Management where he most recently served as Vice President, Portfolio Manager for midcap equities. Mr. Matlock has 9 years of investment experience, all in small and midcap equities. Mr. Matlock graduated from the University of Houston – Clear Lake in 1982 with a B.S. in accounting and obtained his MBA from the University of Houston in 1993. He began his career with Peat, Marwick, Mitchell & Co. (now KPMG Peat Marwick) as an auditor and left the firm as an Audit Manager after 5 years. He then gained experience in the energy and transportation industries as both a Controller and Risk Manager. Mr. Matlock is a Certified Public Accountant and a holder of the Chartered Financial Analyst (CFA) designation. He is a member of the Houston Society of CPA’s, the American Institute of CPA’s (AICPA) and the Association for Investment Management and Research (AIMR).

Mr.  William Choice

Vice President
Tel : 713-688-6881
Email: bchoice@lighthousecapital.com

Lighthouse Capital Management Product Name

Multi-Cap Blend Balanced:Privately Managed Accounts
Multi-Cap Blend Equity:Privately Managed Accounts
Report Created: September,28 2020.  Copyright Money Manager Review , All rights Reserved.
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