Lightkeeper, LLC® ("Lightkeeper"), the leading provider of portfolio intelligence tools and customized reporting solutions for the hedge fund industry, is pleased to announce its latest major product update, Lightkeeper 3.0.

Lightkeeper 3.0 enhances client interaction with the user interface making it more intuitive for customers to analyze and report on their portfolio data. Lightkeeper 3.0 introduces saved "views", which allows users to configure and save different layouts to perform unique and repeatable analyses with a single click. Once configured, these layouts can be shared across the organization.

    Lightkeeper 3.0 highlights:

  • Added the ability to save multiple named dashboards, detailed studies and grids
  • Streamlined the header bar — making the most important information easier to locate
  • Updated smart search capability to allow for quick access to filters and statistics
  • Enhanced the help system to provide more thorough explanations of core analytics
  • Improved product performance designed to deliver more information in less time

"Lightkeeper 3.0 was designed to incorporate feedback received from clients," Bill Blinn, CTO said. "Our customers wanted more control over searching and saving important views and analyses and Lightkeeper 3.0 delivers this capability." Since its release "the response from our clients has been tremendous," Ryan Mackey, Executive Vice President of Sales and Marketing, added. "We have always leveraged the collective vision of our Hedge Fund customer base, allowing us to continually improve Lightkeeper's functionality. The feedback on our new release has been overwhelmingly positive. Our clients are excited about the efficiency gains they are realizing as a result of our updated platform."


Lightkeeper, LLC® ("Lightkeeper") the leading provider of portfolio intelligence tools to the hedge fund community is pleased to announce record revenues, seat growth and AUM on the Lightkeeper platform.

"The fourth quarter of 2016 was our strongest quarter, and we enter 2017 with tremendous business momentum," said Lightkeeper CEO, Danny Dias. "We are encouraged to see increased demand for Lightkeeper within the hedge fund community. Our software solution has helped automate the internal data management, analytics and reporting processes that firms have struggled with for years."

During 2016, Lightkeeper made significant improvements to its reporting infrastructure with special attention given to the growing needs of Investor Relations professionals. Development efforts have focused on enhancing the user experience with the system.

    Highlights from 2016 include:

  • 75% seat growth
  • $170B+ in Hedge Fund AUM on the Lightkeeper platform
  • Expanded report capabilities to offer more standard reports while supporting increased demand for custom client reports
  • Developed a comprehensive investor relations reporting package
  • 3 new product releases including Lightkeeper 3.0 which vastly improves the user experience
  • Significantly reduced the client implementation and on-boarding timeline; the average client implementation/data synchronization is now completed in two to four weeks
  • Added standard adapters to seamlessly integrate with major administrators, accounting systems, and in-house data-warehouses
  • Completed multiple network penetration testing protocols
  • Record conversions from competing technologies onto the Lightkeeper platform
  • Multiple design patents granted
  • Manhattan office opened and staffed with key Senior Management hires

Mr. Dias remarked that "2016 was a very exciting year for Lightkeeper. Our software and solutions offering has continued to improve as a result of feedback received from clients. We now have offices in New York, Boston and San Francisco to support our business expansion, and we were particularly gratified that our growth has been fueled by our current clients making introductions to their peers in the industry as well as referrals from other industry professionals. We are looking forward to 2017 and are appreciative to have the opportunity to serve the unique needs of our growing customer base."


Lightkeeper, LLC®, the leading provider of portfolio intelligence tools to the hedge fund community, is pleased to announce three key hires to their team: Stephen Scherock, Mary Viviano, and John Connors.

STEPHEN SCHEROCK joins Lightkeeper as Product Manager. He has spent the last 20 years at Morgan Stanley, and for the past decade has focused exclusively on the needs of the hedge fund community. Mr. Scherock's specialty is performance and risk analysis, most recently as an Executive Director in Morgan Stanley's Prime Brokerage Group. He has helped hedge funds by configuring systems, reports and insights for day-to-day monitoring of performance and risk calculations. Previously at Morgan Stanley, Mr. Scherock helped to design and develop the firm's VaR calculations, and eventually led the Market Risk development team. Mr. Scherock holds Bachelor's and Master's degrees in Electrical Engineering from Georgia Tech and MIT.

Mr. Scherock comments, "I am delighted to expand my career with an organization as thoughtful and client focused as Lightkeeper. This is a team that deeply understands portfolio intelligence and the unique challenges faced by the hedge fund community. Leveraging the innovative Lightkeeper platform will allow me to empower our hedge fund clients to better take advantage of risk and performance metrics."

MARY VIVIANO is Lightkeeper's Director of Client Relations. With more than two decades of financial services experience, Ms. Viviano comes to Lightkeeper from Herring Creek Capital where her primary responsibilities included portfolio analytics, investor reporting and economic analysis. Prior to Herring Creek, Mary was a Managing Director at Maverick Capital where her responsibilities included equity market and economic analysis as well as management of the firm's investment team recruiting efforts. Ms. Viviano was instrumental in launching the Maverick Capital Foundation and served as its Chairman from 2008 to 2011.

Ms. Viviano's experience working as an analyst within hedge funds gives her a full appreciation of Lightkeeper from both sides, "Lightkeeper's growth has been the result of an outstanding technical platform combined with a desire to listen to the client base and understand their unique challenges. I am excited to focus on our customers and continue the high level of interaction they have come to expect."

JOHN CONNORS joins Lightkeeper as Director of Sales. He has over 25 years of experience in the financial services industry with the last decade spent working primarily with hedge funds at Tamale RMS, a division of Advent Software. He was involved in over 150 client deployments during his time in the RMS space.

Mr. Connors will help to expand the firm's messaging nationally and will be working closely with the hedge fund community. Mr. Connors said, "I am very excited to join Lightkeeper – they have an excellent product platform and a large installed base of successful hedge funds who are already leveraging their innovative solution. I know the team well and I am delighted to work with them again as they meaningfully expand the Lightkeeper brand."

DANNY DIAS, Lightkeeper CEO, states, "We are very excited to have Stephen and John join the Lightkeeper team. They bring deep domain knowledge that will help us improve our core product offering for existing clients and will be key toward providing the level of service our clients have come to expect as we expand into new markets."