BRIGHT INVESTMENTS, LLC

Overview

Bright Investments, LLC is an SEC-registered investment adviser organized as a limited liability company that provides discretionary portfolio management for both individuals and institutions. The firm charges clients on a percentage-of-assets-under-management basis and focuses its allocations primarily in publicly traded securities. Its advisory mandate includes portfolio management for individuals and small businesses as well as for business and institutional clients. Bright Investments does not identify as an ESG-focused manager, and its filing does not list pension consulting or related-adviser relationships. Registered in 2021, the firm operates a small, concentrated client roster and appears to favor liquid, exchange-listed exposures for implementation. Custody and trading flows are routed largely through a single primary custodian, which suggests centralized operational and execution relationships supporting its investment platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices