# 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 2025-05-20. $783.7M was reported sold. Industry: Pooled Investment Fund.

## Offering

- Filed: 2025-05-20
- Form: D/A
- Accession: 0001405086-25-000145
- Industry: Pooled Investment Fund
- Exemptions: 06b, 3C, 3C.7
- Amount sold: $783.7M
- Investors: 139
- 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](https://search.stillhousedata.com/formd/0001405086-26-000330) | D/A | — | $955.2M |
| [2024-05-20](https://search.stillhousedata.com/formd/0001405086-24-000134) | D/A | — | $755.8M |
| [2023-05-26](https://search.stillhousedata.com/formd/0001405086-23-000138) | D/A | — | $663.8M |
| [2023-01-05](https://search.stillhousedata.com/formd/0001405086-23-000002) | D/A | — | $646.5M |
| [2022-01-07](https://search.stillhousedata.com/formd/0001405086-22-000005) | D/A | — | $576.3M |
| [2021-01-20](https://search.stillhousedata.com/formd/0001405086-21-000008) | D/A | — | $472.5M |
| [2020-01-21](https://search.stillhousedata.com/formd/0001405086-20-000008) | D/A | — | $422.2M |
| [2019-01-18](https://search.stillhousedata.com/formd/0001405086-19-000012) | D/A | — | $125.3M |
| [2018-09-10](https://search.stillhousedata.com/formd/0001405086-18-000177) | D | — | $116.9M |

## More

- [CIK 1752393 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1752393&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001405086-25-000145.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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