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 MM CLO 2021-2, LTD.Securitized Asset Fund · Last reported Mar 28, 2025$286MGross asset value

Fund administrator U.S. BANK NATIONAL ASSOCIATION CHARLOTTE, North Carolina, United States Investor statements: No (provided to no investors) Related to adviser: No

Custodian U.S. BANK NATIONAL ASSOCIATION CHARLOTTE, North Carolina, 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

U.S. BANK NATIONAL ASSOCIATION
LEI 6BYL5QZYBDK8S7L73M02

Fund details & source

Fund ID: 805-3336854360
Reported beneficial owners: 2
Minimum commitment: $250K

Form ADV 1968421 · Mar 28, 2025 · 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 2020-1, LTD.Securitized Asset Fund · Last reported Mar 28, 2025$223MGross asset value

Fund administrator U.S. BANK NATIONAL ASSOCIATION CHARLOTTE, North Carolina, United States Investor statements: No (provided to no investors) Related to adviser: No

Custodian U.S. BANK NATIONAL ASSOCIATION CHARLOTTE, North Carolina, 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

U.S. BANK NATIONAL ASSOCIATION
LEI 6BYL5QZYBDK8S7L73M02

Fund details & source

Fund ID: 805-1909125271
Reported beneficial owners: 1
Minimum commitment: $250K

Form ADV 1968421 · Mar 28, 2025 · 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 2024-1, LTDSecuritized Asset Fund · Last reported Mar 28, 2025$111MGross asset value

Fund administrator U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION MINNEAPOLIS, Minnesota, United States Investor statements: No (provided to no investors) Related to adviser: No

Custodian U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION MINNEAPOLIS, Minnesota, 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

U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION
LEI 213800MIPEZY1A8W1N28

Fund details & source

Fund ID: 805-1300605029
Reported beneficial owners: 1
Minimum commitment: $250K

Form ADV 1968421 · Mar 28, 2025 · 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.

BLUEPRINT CAP I BRIGHTWOOD FUND, LPHedge Fund · Last reported Mar 30, 2021$54MGross asset value

Fund administrator U.S. BANK GLOBAL FUND SERVICES (CAYMAN) LIMITED GRAND CAYMAN, Cayman Islands 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: 805-1932699051
Reported beneficial owners: 2
Minimum commitment: $10M

Form ADV 1518899 · Mar 30, 2021 · 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, LPPrivate Equity Fund · Last reported Jun 14, 2023$39.4MGross asset value

Form D fundraising filings

Brightwood Capital Fund III-U, LP

Fund administrator U.S. BANK GLOBAL FUND SERVICES (CAYMAN) LIMITED GRAND CAYMAN, Cayman Islands 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: 805-8540340608
Reported beneficial owners: 18
Minimum commitment: $500K
Form D file number: 021-209025

Form ADV 1769438 · Jun 14, 2023 · 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 FUND I, LPPrivate Equity Fund · Last reported Mar 28, 2025$27MGross asset value

Form D fundraising filings

Brightwood Capital SBIC I, 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 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

CITIZENS BANK, N.A.
LEI DRMSV1Q0EKMEXLAU1P80

U.S. BANK, NATIONAL ASSOCIATION
LEI 6BYL5QZYBDK8S7L73M02

Fund details & source

Fund ID: 805-4649572698
Reported beneficial owners: 92
Minimum commitment: $100K
Form D file number: 021-165610

Form ADV 1968421 · Mar 28, 2025 · 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 SWITCH SPV, LPOther Private Fund · Last reported Nov 28, 2016$10.4MGross asset value

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

Provider details

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

Fund details & source

Fund ID: 805-3004474817
Reported beneficial owners: 17
Minimum commitment: $0

Form ADV 1052781 · Nov 28, 2016 · 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.