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 a privately held investment manager that operates multiple pooled vehicles and alternative strategies for institutional clients. The firm is structured as an LLC and has been SEC-registered since 2013. Its operating model blends hedge fund, private equity, securitized-asset, and venture-capital activity, and it also identifies as a multifaceted fund manager and sponsor/GP of pooled vehicles. Brightwood performs portfolio management for investment companies, pooled investment vehicles and institutional businesses, and it engages in CPO/CTA activities. Compensation comes from asset-based fees and performance-linked fees. The firm does not identify as an active ESG investor and reports an institutional client base.