# Bright Rock Capital Management LLC

> Bright Rock Capital Management LLC is an SEC-registered investment advisory firm in Hanover, MA, registered since 2010, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 4, 2026.

- CRD: 152820
- Filed as: BRIGHT ROCK CAPITAL MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Hanover, MA
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/152820
- AdvisorCensus page: https://advisorcensus.com/firm/bright-rock-capital-management-llc-hanover-ma-152820

## Quick answers

**How is Bright Rock Capital Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Bright Rock Capital Management LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Bright Rock Capital Management LLC charge?**
Its Form ADV Part 2A brochure dated March 4, 2026 states: Asset-based fee: 0.45% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

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

**Is Bright Rock Capital Management LLC registered with the SEC or a state?**
Bright Rock Capital Management LLC is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 152820.

**How much does Bright Rock Capital Management LLC manage?**
Bright Rock Capital Management LLC reports $535,988,766 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (100% discretionary).

**How have Bright Rock Capital Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Bright Rock Capital Management LLC: Regulatory assets under management: $367,000,000 in the October 2021 data and $535,988,766 in the October 2026 data, up 46%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bright Rock Capital Management LLC serve?**
By number of clients on Form ADV Item 5.D: investment companies (2).

**Does Bright Rock Capital Management 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/152820

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 4, 2026)

- Asset-based fee: 0.45% of assets a year

> The Mid Cap Growth Fund and the Quality Large Cap Fund each compensate the Adviser for its services at the annual rate of 0.45% and 0.45%, respectively, of its average annual net assets, payable on a monthly basis.

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

### Regulatory assets under management (Item 5.F)
- Total: $535,988,766
- Discretionary: $535,988,766
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 2 | $535,988,766 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)

### Firm details
- Registered since: 2010 (16 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- 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
- Hanover, MA

### Websites listed on Form ADV (Item 1.I)
- brightrockcap.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $367,000,000 | 5 | March 8, 2021 |
| October 2022 | $410,000,000 | 5 | March 16, 2022 |
| October 2023 | $402,000,000 | 5 | September 18, 2023 |
| October 2024 | $483,000,000 | 5 | August 14, 2024 |
| October 2025 | $492,000,000 | 5 | July 23, 2025 |
| October 2026 | $535,988,766 | 5 | March 4, 2026 |

Regulatory assets under management: $367,000,000 in the October 2021 data and $535,988,766 in the October 2026 data, up 46%.
Total employees: 5 in October 2021 and 5 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bright Rock Capital Management LLC (CRD 152820): Form ADV filing data as of October 2026.