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 III HOLDINGS, LP - BRIGHTWOOD III HOLDINGS EXCLUDED COMPANIES SERIESHedge Fund · Last reported Jun 26, 2026$30MGross asset value

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: 805-8980958208
Reported beneficial owners: 2
Minimum commitment: $0

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 III, LP - BRIGHTWOOD III EXCLUDED COMPANIES SERIESHedge Fund · Last reported Jun 26, 2026$29.6MGross asset value

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: 805-9001012472
Reported beneficial owners: 218
Minimum commitment: $0

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.

BW CD US MM CREDIT FUND L (DELAWARE), LPHedge Fund · Last reported Jun 26, 2026$28.8MGross asset value

Fund administrator COLMORE, INC. DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS LLP NEW YORK, New York, United States

Custodian HSBC BANK USA, N.A. MCLEAN, Virginia, United States Related to adviser: No

Custodian JPMORGAN CHASE BANK, N.A. COLUMBUS, 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

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

HSBC BANK USA, N.A.
LEI 1IE8VN30JCEQV1H4R804

JPMORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source

Fund ID: 805-4156039030
Reported beneficial owners: 5
Minimum commitment: $2M

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 II, LPPrivate Equity Fund · Last reported Jun 26, 2026$24.2MGross asset value

Form D fundraising filings

Brightwood Capital SBIC II, 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

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

Fund details & source

Fund ID: 805-5701882517
Reported beneficial owners: 97
Minimum commitment: $100K
Form D file number: 021-192852

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 III, LP - BRIGHTWOOD III REDEEMING SERIESHedge Fund · Last reported Jun 26, 2026$19.6MGross asset value

Fund administrator U.S. BANCORP FUND SERVICES, LLC MILWAUKEE, Wisconsin, United States Investor statements: No (provided to no 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: 805-2767049259
Reported beneficial owners: 1
Minimum commitment: $0

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 CO-INVEST FUND, LPPrivate Equity Fund · Last reported Jun 26, 2026$19MGross asset value

Fund administrator CSC FUND SERVICES NORTH AMERICA LLC WIMINGTON, 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 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: 805-7489358058
Reported beneficial owners: 4
Minimum commitment: $15.6M

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 III-U, LP - BRIGHTWOOD III-U REDEEMING SERIESPrivate Equity Fund · Last reported Jun 26, 2026$11.5MGross asset value

Fund administrator U.S. BANCORP FUND SERVICES, LLC MILWAUKEE, Wisconsin, United States Investor statements: No (provided to no 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: 805-4610079019
Reported beneficial owners: 1
Minimum commitment: $0

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.