Brightwood Capital Advisors, LLC

RIASEC RegisteredEst. 2013

Total AUM

$6.2B

Discretionary

$6.2B

100% of AUM

Avg account

$155M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 167330
Registered since: August 7, 2013
Website: www.brightwoodlp.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles83.62%
Business Development Companies13.51%
Insurance Companies2.87%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Brightwood Capital Advisors, LLC is an SEC-registered investment manager organized as an LLC and operating since 2013. The firm serves institutional clients and operates as a multifaceted fund manager: its activities include running hedge funds, private equity, venture capital, securitized asset funds and other pooled vehicles. It also functions in CPO/CTA roles and sponsors or serves as GP/managing member of pooled investment vehicles. Advisory responsibilities specified include portfolio management for investment companies, pooled investment vehicles, and for businesses or institutions. The firm charges both asset-based and performance-linked fees. Brightwood does not identify as an active ESG investor and reports a domestic ownership structure (domestic entity | individual). Its regulatory footprint is focused (not multi-state) and it is not presented as a capital allocator or pension consultant.