LIGHTYEAR CAPITAL LLC Overview

Lightyear Capital Llc is an investment advisor that manages 1.9 BN dollars in regulatory AUM and has 24 employees, of which 24 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 130MM in positions, representing 7% of the manager's regulatory AUM.

LIGHTYEAR CAPITAL LLC StockAlpha

+20%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
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EBIDTA Margin Debt/Assets Hedge Fund Crowding

LIGHTYEAR CAPITAL LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
CACB 53.58% Financials 21.29% 4.49% 60 1%
YDKN 46.42% Financials 24.33% 4.03% 9 3%
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LIGHTYEAR CAPITAL LLC Founders and Key Employees

Name Title In Position Since
Lori J. Forlano Managing Director - Lightyear Capital Llc September-2005
Donald B. Marron Member/Chairman And Founder - Lightyear Capital Llc October-2000
Mark F. Vassallo Managing Member/Managing Partner - Lightyear Capital Llc October-2003
Laura B. Mothersele Chief Compliance Officer/Vice President - Legal - Lightyear Capital Llc June-2014
Hayon E. Ben Chief Financial Officer/Managing Director - Lightyear Capital Llc September-2014

LIGHTYEAR CAPITAL LLC Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro

LIGHTYEAR CAPITAL LLC Investment Strategy

Item 8: Methods of Analysis, Investment Strategies, and Risk of Loss

The Funds make primarily control investments in North America-based, middle-market financial services companies with the potential for growth. The Funds seek to invest in growth companies that can be strategically repositioned and/or are mispriced. Lightyear’s top-down approach consists of conducting in-house studies on industry sectors to identify attractive sub-sectors and companies. The Funds generally target companies where Lightyear believes it can work with management to implement new strategies aimed at optimizing growth through repositioning businesses within the industry.

Lightyear believes that its specialization in the financial services industry enables Lightyear to (i) conduct due diligence efficiently, (ii) work effectively with management teams, and (iii) add long-term value to the businesses in which it invests. Additionally, Lightyear believes that, as a result of its s...
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LIGHTYEAR CAPITAL LLC Portfolio Concentration

LIGHTYEAR CAPITAL LLC Location

9 WEST 57TH STREET
31ST FLOOR
NEW YORK, New York
UNITED STATES, 10019

LIGHTYEAR CAPITAL LLC Contact Information

Phone Number: 212-328-0555
Fax Number: 212-328-0516
Website:

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