LIGHTHOUSE BALANCED FUND I LLC

Industry: Pooled Investment Fund (See others in industry)

Address:

1900 St. James Place, Suite 300
Houston, TX, 77056
Phone: 832-308-2783

Filings

Date	FilingType	Reported Sold	Incremental Cash	Type	Exemptions	Link to Raw Filing
2026-05-20	Amended	$955,200,186	$171,509,350	Equity Only	06b 3C 3C.7	SEC link
2025-05-20	Amended	$783,690,836	$27,878,772	Equity Only	06b 3C 3C.7	SEC link
2024-05-20	Amended	$755,812,064	$91,965,594	Equity Only	06b 3C 3C.7	SEC link
2023-05-26	Amended	$663,846,470	$17,367,477	Equity Only	06b 3C 3C.7	SEC link
2023-01-05	Amended	$646,478,993	$70,160,871	Equity Only	06b 3C 3C.7	SEC link
2022-01-07	Amended	$576,318,122	$103,793,276	Equity Only	06b 3C 3C.7	SEC link
2021-01-20	Amended	$472,524,846	$50,351,470	Equity Only	06b 3C 3C.7	SEC link
2020-01-21	Amended	$422,173,376	$296,865,434	Equity Only	06b 3C 3C.7	SEC link
2019-01-18	Amended	$125,307,942	$8,375,567	Equity Only	06b 3C 3C.7	SEC link
2018-09-10	New	$116,932,375	$116,932,375	Equity Only	06b 3C 3C.7	SEC link

Directors and Executives (Current and Past)

Name	Role
N/A Live Oak Banking Company	Executive
N/A Trust Asset Management, Llc	Executive, Promoter