Bright Portfolios, LLC

Overview

Bright Portfolios, LLC is a limited liability company operating as an SEC-registered institutional registered investment adviser (RIA) since 2024. The firm’s advisory focus is portfolio management for investment companies, and its client base is institutional rather than retail. Bright Portfolios charges fees as a percentage of assets under management and is organized as a domestic entity with individual ownership elements. Regulatory and operational attributes reported for the firm include being an institutional RIA that does not act as a capital allocator and is not identified as an active ESG investor. It is not listed as a multi-state adviser, pension consultant, or related adviser in the available snapshot.

Assets & Accounts