RIA Intel›Advisers›Massachusetts›SPOTLIGHT INVESTMENT LLC

SPOTLIGHT INVESTMENT LLC

Advisory

MA

Data as of Jan 8, 2026 · Source: SEC Form ADV

Rank in MA
#1,476
of 1,590 advisers by AUM
Average account
$317K
across 22 accounts
AUM per adviser
$7M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 8, 2026.

Total AUM
$7M
Discretionary %
0%
Clients
22
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$7M
Discretionary AUM$0
Non-Discretionary AUM$7M
Discretionary %0%
Total Clients22
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, MA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

CCR WEALTH MANAGEMENT, LLC
WESTBOROUGH, MA
$7M
-72.0% 1Y
SUMMIT PARTNERS IV, L.P.
BOSTON, MA
$7M
+24.0% 1Y
CHERRYWOOD PRIVATE CAPITAL, LLC
$7M
NUBIAN SQUARE INVESTMENT ADVISORS, LLC
BROOKLINE, MA
$7M
SAPERS & WALLACK ADVISORS, INC.
CAMBRIDGE, MA
$7M
PROGRESSIVE INVESTMENT MANAGEMENT INC
PAXTON, MA
$7M
+0.6% 1Y

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