# Bridgelight Capital LLC

> Bridgelight Capital LLC is an SEC-registered investment advisory firm in Scottsdale, AZ, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 154920
- Filed as: BRIDGELIGHT CAPITAL LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/154920
- AdvisorCensus page: https://advisorcensus.com/firm/bridgelight-capital-llc-scottsdale-az-154920

## Quick answers

**How is Bridgelight Capital LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Bridgelight Capital LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Bridgelight Capital LLC located?**
Bridgelight Capital LLC's principal office is in Scottsdale, AZ, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Bridgelight Capital LLC registered with the SEC or a state?**
Bridgelight Capital LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 154920.

**How much does Bridgelight Capital LLC manage?**
Bridgelight Capital LLC reports $136,364,716 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Bridgelight Capital LLC's assets and staff changed since 2021?**
In the Form ADV data for Bridgelight Capital LLC: Regulatory assets under management: $126,809,026 in the October 2021 data and $136,364,716 in the October 2026 data, up 8%. Total employees: 8 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bridgelight Capital LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (128); high net worth individuals (45).

**Which custodians does Bridgelight Capital LLC use?**
Bridgelight Capital LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Bridgelight Capital LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/154920

**What changed in Bridgelight Capital LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $120,677,922 to $136,364,716 (+13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Minimum annual fee: $500

> BridgeLight generally does not require a minimum account balance for investment advisory services. We may impose a minimum annual advisory fee of $500 per account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $136,364,716
- Discretionary: $136,364,716
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 128 | $54,545,888 |
| High net worth individuals | 45 | $81,818,828 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, CO, GA, IL, MT, NY, OR, TX, UT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Chicago, IL

### Websites listed on Form ADV (Item 1.I)
- bridgelight.com
- Facebook @bridgelightcapitalrealestateinsurance
- Instagram @bridgelight1
- LinkedIn @bridgelight-capital-real-estate-&-insurance
- X @BridgeLight

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $126,809,026 | 8 | June 9, 2021 |
| October 2022 | $137,470,137 | 5 | May 2, 2022 |
| October 2023 | $117,490,525 | 5 | March 14, 2023 |
| October 2024 | $138,999,173 | 4 | July 31, 2024 |
| October 2025 | $120,677,922 | 6 | April 2, 2025 |
| October 2026 | $136,364,716 | 4 | March 31, 2026 |

Regulatory assets under management: $126,809,026 in the October 2021 data and $136,364,716 in the October 2026 data, up 8%.
Total employees: 8 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $120,677,922 to $136,364,716 (+13%).

### January 2026
- No longer registered or notice-filed in NH, NV.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bridgelight Capital LLC (CRD 154920): Form ADV filing data as of October 2026.