{ "crd_number": 167330, "slug": "brightwood-capital-advisors-llc-new-york-ny-167330", "primary_business_name": "BRIGHTWOOD CAPITAL ADVISORS, LLC", "legal_name": "BRIGHTWOOD CAPITAL ADVISORS, LLC", "dbas": [], "city": "New York", "state": "NY", "country": "United States", "cbsa_code": "35620", "metro": { "cbsa_code": "35620", "common_name": "New York", "msa_name": "New York-Newark-Jersey City, NY-NJ", "path": "/advisors/ny/new-york" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2013-08-07", "years_registered": 13, "period": "2026-10-01", "filing_date": "2026-06-26", "carried_forward": false, "raum_total": 6192776127.0, "raum_discretionary": 6192776127.0, "raum_non_discretionary": 0.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 64, "advisory_employees": 35, "client_count_bucket": null, "clients_by_type": { "insurance_companies": { "raum": 177845890.0, "count": 2 }, "pooled_investment_vehicles": { "raum": 5178443421.0, "count": 37 }, "business_development_companies": { "raum": 836486816.0, "count": 1 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_businesses_institutional", "portfolio_management_investment_companies", "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "DE", "NY" ], "websites": [ "https://brightwoodlp.com", "https://linkedin.com/company/brightwood-capital-advisors-llc" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/167330", "city_as_filed": "NEW YORK", "url": "https://advisorcensus.com/firm/brightwood-capital-advisors-llc-new-york-ny-167330", "display_name": "Brightwood Capital Advisors, LLC", "summary": "Brightwood Capital Advisors, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2013, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated June 26, 2026.", "citation": "AdvisorCensus. Brightwood Capital Advisors, LLC (CRD 167330): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for investment companies (and business development companies)", "Portfolio management for pooled investment vehicles (other than investment companies)", "Portfolio management for businesses (other than small businesses) or institutional clients" ], "quick_answers": [ { "q": "How is Brightwood Capital Advisors, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Brightwood Capital Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Brightwood Capital Advisors, LLC located?", "a": "Brightwood Capital Advisors, LLC's principal office is in New York, NY, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F)." }, { "q": "Is Brightwood Capital Advisors, LLC registered with the SEC or a state?", "a": "Brightwood Capital Advisors, LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 167330." }, { "q": "How much does Brightwood Capital Advisors, LLC manage?", "a": "Brightwood Capital Advisors, LLC reports $6,192,776,127 in regulatory assets under management in its Form ADV filing dated June 26, 2026 (100% discretionary)." }, { "q": "How have Brightwood Capital Advisors, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Brightwood Capital Advisors, LLC: Regulatory assets under management: $4,383,782,452 in the October 2021 data and $6,192,776,127 in the October 2026 data, up 41%. Total employees: 42 in October 2021 and 64 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Brightwood Capital Advisors, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (37); insurance companies (2); business development companies (1)." }, { "q": "Does Brightwood Capital Advisors, LLC report any disciplinary disclosures?", "a": "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/167330" }, { "q": "What changed in Brightwood Capital Advisors, LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 32 to 35. No longer lists an office in Chicago, IL." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 4383782452.0, "total_employees": 42, "filing_date": "2021-06-16" }, { "period": "2022-10-01", "regulatory_assets_under_management": 4436951565.0, "total_employees": 45, "filing_date": "2022-06-01" }, { "period": "2023-10-01", "regulatory_assets_under_management": 5697541772.0, "total_employees": 55, "filing_date": "2023-06-14" }, { "period": "2024-10-01", "regulatory_assets_under_management": 5990878314.0, "total_employees": 53, "filing_date": "2024-04-26" }, { "period": "2025-10-01", "regulatory_assets_under_management": 6094743423.0, "total_employees": 60, "filing_date": "2025-03-28" }, { "period": "2026-10-01", "regulatory_assets_under_management": 6192776127.0, "total_employees": 64, "filing_date": "2026-06-26" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 32 to 35.", "No longer lists an office in Chicago, IL." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/brightwood-capital-advisors-llc-new-york-ny-167330.md", "clients": [ { "type": "business_development_companies", "label": "Business development companies", "count": 1, "fewer_than_5": false, "raum": 836486816.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 37, "fewer_than_5": false, "raum": 5178443421.0 }, { "type": "insurance_companies", "label": "Insurance companies", "count": 2, "fewer_than_5": false, "raum": 177845890.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/167330", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }