Investment adviser · CRD 167330

BRIGHTWOOD CAPITAL ADVISORS, LLC

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Jun 26, 2026

Regulatory AUM: $6.19B
Client accounts: 40
Employees: 64
Advisory professionals: 35

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	37	$5,178,443,421	83.6%
Business development companies	1	$836,486,816	13.5%
Insurance companies	2	$177,845,890	2.9%

Filing source

Form ADV 2115976 · Jun 26, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

45 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

BRIGHTWOOD CAPITAL FUND V, LPHedge Fund · Last reported Jun 26, 2026$1.91BGross asset value

Form D fundraising filings

Brightwood Capital Fund V, LP

Fund administrator U.S. BANCORP FUND SERVICES, LLC MILWAUKEE, Wisconsin, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM US LLP NEW YORK, New York, United States

Custodian U.S. BANK NATIONAL ASSOCIATION CHARLOTTE, North Carolina, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

RSM US LLP
PCAOB 49

U.S. BANK NATIONAL ASSOCIATION
LEI 6BYL5QZYBDK8S7L73M02

Fund details & source

Fund ID: 805-6742951669
Reported beneficial owners: 68
Minimum commitment: $250K
Form D file number: 021-404455

Form ADV 2115976 · Jun 26, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BRIGHTWOOD CAPITAL MM CLO 2024-2, LTD.Securitized Asset Fund · Last reported Jun 26, 2026$712MGross asset value

Fund administrator MAPLES FS LIMITED GRAND CAYMAN, Cayman Islands Investor statements: No (provided to no investors) Related to adviser: No

Custodian WESTERN ALLIANCE TRUST COMPANY, N.A. PHOENIX, Arizona, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

WESTERN ALLIANCE TRUST COMPANY, N.A.
LEI 5493003VJXZ5JXT9S762

Fund details & source

Fund ID: 805-4716897008
Reported beneficial owners: 1
Minimum commitment: $250K

Form ADV 2115976 · Jun 26, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BRIGHTWOOD CAPITAL FUND IV, LPHedge Fund · Last reported Jun 26, 2026$567MGross asset value

Form D fundraising filings

Brightwood Capital Fund IV, LP

Fund administrator U.S. BANCORP FUND SERVICES, LLC MILWAUKEE, Wisconsin, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM US LLP NEW YORK, New York, United States

Custodian U.S. BANK NATIONAL ASSOCIATION CHARLOTTE, North Carolina, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

RSM US LLP
PCAOB 49

U.S. BANK NATIONAL ASSOCIATION
LEI 6BYL5QZYBDK8S7L73M02

Fund details & source

Fund ID: 805-1689616429
Reported beneficial owners: 158
Minimum commitment: $250K
Form D file number: 021-270991
Form D file number: 021-332181

Form ADV 2115976 · Jun 26, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BRIGHTWOOD CAPITAL MM CLO 2025-1, LTD.Securitized Asset Fund · Last reported Jun 26, 2026$512MGross asset value

Fund administrator MAPLES FS LIMITED GRAND CAYMAN, Cayman Islands Investor statements: No (provided to no investors) Related to adviser: No

Custodian WESTERN ALLIANCE TRUST COMPANY, N.A. PHOENIX, Arizona, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

WESTERN ALLIANCE TRUST COMPANY, N.A.
LEI 5493003VJXZ5JXT9S762

Fund details & source

Fund ID: 805-4180036535
Reported beneficial owners: 1
Minimum commitment: $250K

Form ADV 2115976 · Jun 26, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BRIGHTWOOD CAPITAL SBIC III, LPVenture Capital Fund · Last reported Jun 26, 2026$335MGross asset value

Form D fundraising filings

Brightwood Capital SBIC III, LP

Fund administrator CSC FUND SERVICES NORTH AMERICA LLC WILMINGTON, Delaware, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM US LLP NEW YORK, New York, United States

Custodian CITIZENS BANK, N.A. PROVIDENCE, Rhode Island, United States Related to adviser: No

Custodian FIFTH THIRD BANK, NATIONAL ASSOCIATION CINCINNATI, Ohio, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

RSM US LLP
PCAOB 49

CITIZENS BANK, N.A.
LEI DRMSV1Q0EKMEXLAU1P80

FIFTH THIRD BANK, NATIONAL ASSOCIATION
LEI YJMYTIGWK1HM7EQ06C15

Fund details & source

Fund ID: 805-4468188143
Reported beneficial owners: 52
Minimum commitment: $250K
Form D file number: 021-412521

Form ADV 2115976 · Jun 26, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BRIGHTWOOD CAPITAL MM CLO 2019-1, LTD.Securitized Asset Fund · Last reported Jun 26, 2026$310MGross asset value

Fund administrator MAPLES FS LIMITED GRAND CAYMAN, Cayman Islands Investor statements: No (provided to no investors) Related to adviser: No

Custodian WILMINGTON TRUST, NATIONAL ASSOCIATION WILMINGTON, Delaware, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

WILMINGTON TRUST, NATIONAL ASSOCIATION
LEI 254900K52ZHF2PEQE649

Fund details & source

Fund ID: 805-2575780973
Reported beneficial owners: 4
Minimum commitment: $250K

Form ADV 2115976 · Jun 26, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BRIGHTWOOD CAPITAL MM CLO 2023-1, LTD.Securitized Asset Fund · Last reported Jun 26, 2026$300MGross asset value

Fund administrator MAPLES FIDUCIARY SERVICES (JERSEY) LIMITED ST. HELIER, Jersey Investor statements: No (provided to no investors) Related to adviser: No

Custodian WILMINGTON TRUST, NATIONAL ASSOCIATION WILMINGTON, Delaware, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

WILMINGTON TRUST, NATIONAL ASSOCIATION
LEI 254900K52ZHF2PEQE649

Fund details & source

Fund ID: 805-2468894971
Reported beneficial owners: 4
Minimum commitment: $250K

Form ADV 2115976 · Jun 26, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jun 26, 2026. View historical filings

Reported services

Investment company portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

810 7TH AVENUE, 26TH FLOOR
NEW YORK, NY, 10019, United States

CRD 167330

Filing source

Form ADV 2115976 · Jun 26, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.