LIGHTHOUSE BALANCED FUND I LLC — Form D/A

LIGHTHOUSE BALANCED FUND I LLC of HOUSTON, TX, a pooled investment fund, filed a Form D amendment with the SEC on 2021-01-20. $472.5M was reported sold. Industry: Pooled Investment Fund.

Offering

Filed: 2021-01-20
Form: D/A
Accession: 0001405086-21-000008
Industry: Pooled Investment Fund
Exemptions: 06b, 3C, 3C.7
Amount sold: $472.5M
Investors: 132
Date of first sale: 2018-08-07
Security types: equity, fund interests
SEC file number: 021-320946

Issuer

Name: LIGHTHOUSE BALANCED FUND I LLC
CIK: 0001752393
Entity type: Limited Liability Company
Jurisdiction: DELAWARE
Incorporated: 2018
Address: 1900 ST. JAMES PLACE, SUITE 300, HOUSTON, TX, 77056
Phone: 832-308-2783

Officers, directors & promoters (3)

Name	Role	Location
N/A TRUST ASSET MANAGEMENT, LLC	Executive Officer	HOUSTON, TX
N/A TRUST ASSET MANAGEMENT, LLC	Promoter	HOUSTON, TX
n/a Live Oak Banking Company	Executive Officer	Wilmington, NC

Other filings by this issuer (9)

Filed	Form	Offering	Sold
2026-05-20	D/A	—	$955.2M
2025-05-20	D/A	—	$783.7M
2024-05-20	D/A	—	$755.8M
2023-05-26	D/A	—	$663.8M
2023-01-05	D/A	—	$646.5M
2022-01-07	D/A	—	$576.3M
2020-01-21	D/A	—	$422.2M
2019-01-18	D/A	—	$125.3M
2018-09-10	D	—	$116.9M

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