BROADLIGHT CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2021
Total AUM
$288M
Discretionary
$288M
100% of AUM
Avg account
$47.9M
Accounts
6
Employees
8
Advisory reps
4

Firm details

Headquarters
GREENWICH, Connecticut
CRD number
315015
Registered since
July 2, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Broadlight Capital Management, LLC is a private equity-focused adviser that manages pooled investment vehicles on behalf of institutional clients. The firm acts as sponsor, general partner and managing member of its funds and concentrates its activity on private fund management rather than individualized advisory relationships. Its business model combines traditional percentage-of-AUM fees with performance‑based compensation, which aligns the firm’s economics with fund performance and typical private equity incentive structures. Since its SEC registration in 2021, Broadlight has positioned itself to allocate capital across buyout-style private equity strategies and complementary alternative vehicles. The firm does not identify as an active ESG investor and is organized as a limited liability company under individual ownership. It is not operating as a multi‑state adviser or pension consultant and is not structured as a capital allocator to outside portfolios.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • BRENDAN MORROW

    Chief Financial OfficerCRD 5278914

Contacts

3 of 3
  • KEVIN YORN

    Co-Founder & PartnerCRD 7382094

  • DAVID DORFMAN

    t Co-Founder & Managing PartnerCRD 3262959

  • RICHARD YORN

    Partner, Co-FounderCRD 2118837

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

GREENWICH, CT

FAIRFIELD

Location

GREENWICH, CT

Headquartered in GREENWICH, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
382 Greenwich Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth