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 Form ADV · Item 5.F
- Client accounts
- 40 Accounts, not individual clients
- Employees
- 64 Reported in this filing
- Advisory professionals
- 35 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient 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 fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
BRIGHTWOOD PF EQUITY INVESTORS, LLCOther Private Fund · Last reported Aug 16, 2017$6.15MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-9289528439
- Reported beneficial owners
- 3
- Minimum commitment
- $0
Form ADV 1134398 · Aug 16, 2017 · 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 PF EQUITY INVESTORS II, LLCOther Private Fund · Last reported Aug 16, 2017$3.67MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-3717342019
- Reported beneficial owners
- 4
- Minimum commitment
- $0
Form ADV 1134398 · Aug 16, 2017 · 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 FD EQUITY INVESTORS, LLCPrivate Equity Fund · Last reported Feb 26, 2020$0Gross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
RSM US LLP
PCAOB 49
FIRST REPUBLIC BANK
LEI YWC0TIKBQM2JV8L4IV08
Fund details & source
- Fund ID
- 805-8875427775
- Reported beneficial owners
- 4
- Minimum commitment
- $0
Form ADV 1386526 · Feb 26, 2020 · 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 FLOORNEW 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.