{
  "crd_number": 172284,
  "slug": "white-lighthouse-investment-management-s-a-r-l-1003-lausanne-172284",
  "primary_business_name": "WHITE LIGHTHOUSE INVESTMENT MANAGEMENT S.A.R.L.",
  "legal_name": "WHITE LIGHTHOUSE INVESTMENT MANAGEMENT S.A.R.L.",
  "dbas": [],
  "city": "1003 Lausanne",
  "state": null,
  "country": "Switzerland",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2014-10-06",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-05-18",
  "carried_forward": false,
  "raum_total": 104539000.0,
  "raum_discretionary": 104539000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 5239000.0,
      "count": 10
    },
    "high_net_worth_individuals": {
      "raum": 99280000.0,
      "count": 26
    },
    "corporations_other_businesses": {
      "raum": 20000.0,
      "count": 1
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://white-lighthouse.ch"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/172284",
  "city_as_filed": "1003 LAUSANNE",
  "url": "https://advisorcensus.com/firm/white-lighthouse-investment-management-s-a-r-l-1003-lausanne-172284",
  "display_name": "White Lighthouse Investment Management S.a.r.l.",
  "summary": "White Lighthouse Investment Management S.a.r.l. is an SEC-registered investment advisory firm in 1003 Lausanne, Switzerland, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 18, 2026.",
  "citation": "AdvisorCensus. White Lighthouse Investment Management S.a.r.l. (CRD 172284): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is White Lighthouse Investment Management S.a.r.l. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), White Lighthouse Investment Management S.a.r.l. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is White Lighthouse Investment Management S.a.r.l. located?",
      "a": "White Lighthouse Investment Management S.a.r.l.'s principal office is in 1003 Lausanne, Switzerland, according to its Form ADV."
    },
    {
      "q": "Is White Lighthouse Investment Management S.a.r.l. registered with the SEC or a state?",
      "a": "White Lighthouse Investment Management S.a.r.l. is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 172284."
    },
    {
      "q": "How much does White Lighthouse Investment Management S.a.r.l. manage?",
      "a": "White Lighthouse Investment Management S.a.r.l. reports $104,539,000 in regulatory assets under management in its Form ADV filing dated May 18, 2026 (100% discretionary)."
    },
    {
      "q": "How have White Lighthouse Investment Management S.a.r.l.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for White Lighthouse Investment Management S.a.r.l.: Regulatory assets under management: $75,495,000 in the October 2021 data and $104,539,000 in the October 2026 data, up 38%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does White Lighthouse Investment Management S.a.r.l. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (26); individuals (other than high net worth individuals) (10); corporations or other businesses not listed above (1)."
    },
    {
      "q": "Which custodians does White Lighthouse Investment Management S.a.r.l. use?",
      "a": "White Lighthouse Investment Management S.a.r.l.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Swissquote as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does White Lighthouse Investment Management S.a.r.l. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/172284"
    },
    {
      "q": "What changed in White Lighthouse Investment Management S.a.r.l.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $87,106,000 to $104,539,000 (+20%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 75495000.0,
      "total_employees": 2,
      "filing_date": "2021-03-24"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 75674000.0,
      "total_employees": 2,
      "filing_date": "2022-03-18"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 62051000.0,
      "total_employees": 2,
      "filing_date": "2023-03-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 80169000.0,
      "total_employees": 2,
      "filing_date": "2024-05-10"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 87106000.0,
      "total_employees": 2,
      "filing_date": "2025-03-18"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 104539000.0,
      "total_employees": 2,
      "filing_date": "2026-05-18"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $87,106,000 to $104,539,000 (+20%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Swissquote",
      "name_as_filed": "SWISSQUOTE",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/white-lighthouse-investment-management-s-a-r-l-1003-lausanne-172284.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 10,
      "fewer_than_5": false,
      "raum": 5239000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 26,
      "fewer_than_5": false,
      "raum": 99280000.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": false,
      "raum": 20000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/172284",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}