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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

BRITE INVESTMENTS USA, LLC

CRD 288370

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7646ba75-6f70-9444-db0c-92ae8ebe35e7

Data as of May 10, 2023 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 12
On other graphs: 0
Observed: Apr 21, 2017 to May 10, 2023
43 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $36.5MItem 5.F on the latest filing (2023-05-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $36.5MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 7
Advisory employees: 5
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 79
Individual clients: 66
High net worth clients: 13
SEC number: 801-110510
CRD: 288370
Filings on the tape: 43
First filed: Apr 21, 2017
Latest filed: May 10, 2023
Organised: Limited Liability Company, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ALMERINI, LOUIS, ACHILLE	CHIEF COMPLIANCE OFFICER	Na	yes	02/2018	Mar 13, 2018	May 10, 2023
BAH 2021 LTD (F/K/A BRITE ADVISORY HOLDINGS LTD.)	Shareholder	E	yes	01/2022	Aug 4, 2021	May 10, 2023
BRITE ADVISORS, LTD	Member	E	yes	01/2022	Mar 30, 2022	May 10, 2023
BRITE ADVISORY HOLDINGS LIMITED	Shareholder	E	yes	12/2022	May 10, 2023	May 10, 2023
Donnelly, Mark	Shareholder	E	yes	12/2022	May 10, 2023	May 10, 2023
Lissenden, Richard, Willam	CHIEF EXECUTIVE OFFICER	Na	yes	07/2021	Aug 4, 2021	May 10, 2023

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
BRITE ADVISORS LTD (F/K/A TOUCHSTONE ADVISORY LTD)	n/a	n/a	n/a	N	yes	n/a
CFO FINANCIAL PARTNERS LLC	n/a	n/a	n/a	N	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Nassau	n/a	Bahamas, The	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2022	Mar 30, 2023	$36.5M	$0	7	5	1	n/a	n/a
2021	Mar 30, 2022	$53.1M	$0	7	5	1	n/a	n/a
2020	Mar 30, 2021	$51.6M	$0	5	3	1	n/a	n/a
2019	Mar 19, 2020	$107M	$0	6	4	2	n/a	n/a
2018	Mar 15, 2019	$85.0M	$0	7	4	2	n/a	n/a
2017	Mar 13, 2018	$74.5M	$0	7	3	2	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2022	$36.5M	$53.1M	-31.3%	$107M	-30.1%	7	7	1	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
BRITE ADVISORS USA, INC.	2	Aug 15, 2022	Aug 4, 2020	NEW YORK, NY	Team lift out	RIA to RIA	50.0%

Relationships

Controls (6)

← ALMERINI, LOUIS, ACHILLEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 13, 2018 to presentfactForm ADV
← Lissenden, Richard, WillamOwnerCHIEF EXECUTIVE OFFICER, ownership code NA, individual
Aug 4, 2021 to presentfactForm ADV
← Donnelly, MarkOwnerSHAREHOLDER, ownership code E, individual
May 10, 2023 to presentfactForm ADV
← BAH 2021 LTD (F/K/A BRITE ADVISORY HOLDINGS LTD.)OwnerSHAREHOLDER, ownership code E, foreign entity
Aug 4, 2021 to presentfactForm ADV
← BRITE ADVISORS, LTDOwnerMEMBER, ownership code E, foreign entity
Mar 30, 2022 to presentfactForm ADV
← BRITE ADVISORY HOLDINGS LIMITEDOwnerSHAREHOLDER, ownership code E, foreign entity
May 10, 2023 to presentfactForm ADV

Registered with (4)

← ADRIAN EDWARD FLAMBARDAdvisorregistration: previous registration
Nov 22, 2017 to Jul 18, 2023factForm ADV
← Derek Vincent WilsonAdvisorregistration: previous registration
Feb 9, 2022 to Jul 18, 2023factForm ADV
← Zachary Douglas ZanghiAdvisorregistration: previous registration
Nov 9, 2017 to Aug 15, 2022factForm ADV
← Matthew Thomas HunkeleAdvisorregistration: previous registration
Jun 26, 2018 to Aug 15, 2022factForm ADV

Moved with (1)

→ BRITE ADVISORS USA, INC.Registered adviser2 advisors, team lift out, same day
Aug 15, 2022 to Aug 4, 2020factForm ADV

Dated events

Occurred
Jul 18, 2023
Advisor changed firm
Adrian Edward Flambard left Brite Investments Usa, Llc for Brite Advisors Usa, Inc. (registered 2023-07-17)
Form ADVobserved 6 days ago
Occurred
Jul 18, 2023
Advisor changed firm
Derek Vincent Wilson left Brite Investments Usa, Llc for Archway Private Wealth Llc (registered 2024-03-12)
Form ADVobserved 6 days ago
Occurred
May 10, 2023
Control person joined
Mark Donnelly (Shareholder) appeared on Schedule A of Brite Investments Usa, Llc
Form ADVobserved 6 days ago
Occurred
May 10, 2023
Control person left
Michael David Mckenna (Shareholder) no longer on Schedule A of Brite Investments Usa, Llc (listed 2023-03-30, absent 2023-05-10)
Form ADVobserved 6 days ago
Occurred
Aug 15, 2022
Team lift-out
2 advisors left Brite Investments USA, LLC (New York, NY) for Brite Advisors USA, Inc. on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Aug 15, 2022
Advisor changed firm
Matthew Thomas Hunkele left Brite Investments Usa, Llc for Brite Advisors Usa, Inc. (registered 2020-08-04)
Form ADVobserved 6 days ago
Occurred
Aug 15, 2022
Advisor changed firm
Zachary Douglas Zanghi left Brite Investments Usa, Llc for Brite Advisors Usa, Inc. (registered 2020-08-04)
Form ADVobserved 6 days ago
Occurred
Aug 4, 2021
Control person left
Douglas Zachary Zanghi (Managing Partner) no longer on Schedule A of Brite Investments Usa, Llc (listed 2021-03-30, absent 2021-08-04)
Form ADVobserved 6 days ago
Occurred
Aug 4, 2021
Control person joined
Willam Richard Lissenden (Managing Partner) appeared on Schedule A of Brite Investments Usa, Llc
Form ADVobserved 6 days ago
Occurred
Jun 3, 2020
Control person left
John Benjamin Alderson (Investment Adviser Representative) no longer on Schedule A of Brite Investments Usa, Llc (listed 2020-03-19, absent 2020-06-03)
Form ADVobserved 6 days ago
Occurred
Jun 3, 2020
Control person joined
Michael David Mckenna (Shareholder) appeared on Schedule A of Brite Investments Usa, Llc
Form ADVobserved 6 days ago
Occurred
Apr 21, 2017
First Form ADV filing
Touchstone Advisory, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7646ba75-6f70-9444-db0c-92ae8ebe35e7
First observed: Apr 21, 2017
Last observed: May 10, 2023 41 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BRITE INVESTMENTS USA, LLC

CRD 288370

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7646ba75-6f70-9444-db0c-92ae8ebe35e7

Data as of May 10, 2023 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:38 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ALMERINI, LOUIS, ACHILLE

CHIEF COMPLIANCE OFFICER

yes

02/2018

Mar 13, 2018

May 10, 2023

BAH 2021 LTD (F/K/A BRITE ADVISORY HOLDINGS LTD.)

Shareholder

yes

01/2022

Aug 4, 2021

May 10, 2023

BRITE ADVISORS, LTD

Member

yes

01/2022

Mar 30, 2022

May 10, 2023

BRITE ADVISORY HOLDINGS LIMITED

Shareholder

yes

12/2022

May 10, 2023

Donnelly, Mark

Shareholder

yes

12/2022

May 10, 2023

Lissenden, Richard, Willam

CHIEF EXECUTIVE OFFICER

yes

07/2021

Aug 4, 2021

May 10, 2023

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BRITE ADVISORS LTD (F/K/A TOUCHSTONE ADVISORY LTD)

n/a

yes

n/a

CFO FINANCIAL PARTNERS LLC

n/a

City

State

Country

Employees

Also broker-dealer

Nassau

n/a

Bahamas, The

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2022

Mar 30, 2023

$36.5M

n/a

2021

Mar 30, 2022

$53.1M

n/a

2020

Mar 30, 2021

$51.6M

n/a

2019

Mar 19, 2020

$107M

n/a

2018

Mar 15, 2019

$85.0M

n/a

2017

Mar 13, 2018

$74.5M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2022

$36.5M

$53.1M

-31.3%

$107M

-30.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BRITE ADVISORS USA, INC.

Aug 15, 2022

Aug 4, 2020

NEW YORK, NY

Team lift out

RIA to RIA

50.0%