SUNLIGHT INVESTMENTS

SUNLIGHT INVESTMENTS is an SEC-registered investment adviser (CRD 292139). Regulatory assets under management: $3.0M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 292139
• Type: Registered investment adviser
• Phone: 617-947-5847
• Latest filing: 2026-01-21
• Regulatory AUM: $3.0M
• Discretionary AUM: $3.0M
• Clients: 1
• Accounts: 8

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 292139 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search