Lighthouse Balanced Fund I LLC is a hedge fund based in Houston, Texas. According to its most recent Form D, filed May 20, 2026, the fund has sold $955,200,186 of interests to 140 investors since its first sale in Aug 2018. The filing does not set a minimum investment. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Trust Asset Management, LLC.
- Total raised
- $955,200,186Cumulative sales reported on Form D
- Investors
- 140
- First sale
- Aug 7, 2018
- Minimum investment
- None set
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Trust Asset Management, LLC
- Latest Form D
- May 20, 2026
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and HedgeMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures
Size compared with every hedge fund
Raised more than 96% of the 668 hedge funds based in Texas, and more than 89% of all 10,157 that report sales.