The BRIGHTWOOD CAPITAL ADVISORS, LLC is a privately held investment adviser that advises $7.4Bn in regulatory assets under management held in 4 SEC fund types across 3 investment strategies. BRIGHTWOOD CAPITAL ADVISORS, LLC is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 65.29% over the last 5-years.
The Group has been registered with the SEC for 12.99 years and is comprised of 1 filing and 1 relying advisers. They operate out of 1 office location with their Headquarters at 810 7TH AVENUE 26TH FLOOR, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 4 US and Non-US bodies.
They have 64 employees comprised of 35 investment and 29 non-investment staff. The total number of Employees increased by 52.38% over the last 5-years.
Their $7.4Bn in assets advised are owned by 40 private funds, 1 public fund and BDCs and 2 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $6.34Bn or 85.68% of Total Assets and Business Development Companies (BDC) own $881.31mn or 11.91% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse, FI/Credit - Asset Backed Securities and FI/Credit - Lending, representing 52.39%, 25.4% and 22.2% of total assets, respectively.
They advise 3 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Business Development Companies (BDC).
The Group uses 4 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 7 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
BRIGHTWOOD CAPITAL ADVISORS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.