The BRIGHTON JONES LLC is a privately held investment adviser that advises $19.33Bn in regulatory assets under management held in 1 SEC fund types across 3 investment strategies. BRIGHTON JONES LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 128.93% over the last 5-years.
The Group has been registered with the SEC for 26.59 years and is comprised of 1 filing and 0 relying advisers. They operate out of 24 office locations with their Headquarters at 2030 1ST AVENUE 3RD FLOOR, SEATTLE, WASHINGTON. The Group has not been subject to regulatory enforcement actions. They are regulated by 3 US and Non-US bodies.
They have 316 employees comprised of 156 investment and 160 non-investment staff. The total number of Employees increased by 110.67% over the last 5-years.
Their $19.33Bn in assets advised are owned by 5 private funds, 2 public funds and BDCs and 70 other accounts. Assets of High Net Worth Individuals clients own $17.52Bn or 90.66% of Total Assets and Pension and Profit Sharing Plans-Private own $1.03Bn or 5.32% of Total Assets.
The Group's top investment strategies include Multi Strat, Traditional LBO and FI/Credit - Diverse, representing 87.65%, 12.35% and 0% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Pension and Profit Sharing Plans-Private.
The Group uses 2 Fund Administrators, 2 Fund Auditors, 1 Prime Brokers, 2 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 2 private funds with $14.66mn in assets.
The Group discloses fixed fees, management fees and performance-based fees.
BRIGHTON JONES 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.