# Brightwood Capital Advisors, LLC

> 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.

- CRD: 167330
- Filed as: BRIGHTWOOD CAPITAL ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: June 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/167330
- AdvisorCensus page: https://advisorcensus.com/firm/brightwood-capital-advisors-llc-new-york-ny-167330

## Quick answers

**How is Brightwood Capital Advisors, LLC compensated?**
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.

**Where is Brightwood Capital Advisors, LLC located?**
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).

**Is Brightwood Capital Advisors, LLC registered with the SEC or a state?**
Brightwood Capital Advisors, LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 167330.

**How much does Brightwood Capital Advisors, LLC manage?**
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).

**How have Brightwood Capital Advisors, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Brightwood Capital Advisors, LLC serve?**
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).

**Does Brightwood Capital Advisors, 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/167330

**What changed in Brightwood Capital Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 32 to 35. No longer lists an office in Chicago, IL.

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $6,192,776,127
- Discretionary: $6,192,776,127
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Business development companies | 1 | $836,486,816 |
| Pooled investment vehicles (other than investment companies and business development companies) | 37 | $5,178,443,421 |
| Insurance companies | 2 | $177,845,890 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2013 (13 years)
- Employees: 64 total, 35 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DE, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

### Websites listed on Form ADV (Item 1.I)
- brightwoodlp.com
- LinkedIn @brightwood-capital-advisors-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $4,383,782,452 | 42 | June 16, 2021 |
| October 2022 | $4,436,951,565 | 45 | June 1, 2022 |
| October 2023 | $5,697,541,772 | 55 | June 14, 2023 |
| October 2024 | $5,990,878,314 | 53 | April 26, 2024 |
| October 2025 | $6,094,743,423 | 60 | March 28, 2025 |
| October 2026 | $6,192,776,127 | 64 | June 26, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 32 to 35.
- No longer lists an office in Chicago, IL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Brightwood Capital Advisors, LLC (CRD 167330): Form ADV filing data as of October 2026.