DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
B••••••••• C•••••• A•••••••• L••
Latest filing Jun 26, 2026
First filing on the tape Aug 2, 2013 · 50 filings
SEC status approved since Aug 7, 2013
RAUM
$6.2B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
64
35 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
34
reported on Schedule D
History
50 filings and snapshots on the tape
RAUM$6.2B as of Jun 26, 2026
Mar 31, 2014$389M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 26, 2026
Mar 31, 20140 then
Employees (5.A)64 as of Jun 26, 2026
Mar 31, 201418 then
Private funds34 as of Jun 26, 2026
Mar 31, 20147 then
RAUM +1.6% over the last fiscal year+2.8% a year over threeIARs 0 to 0offices 1 to 0
Practice profile
derived from the filing of Jun 26, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $155MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 2.9%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +1.6%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 5.G
- Custody
- $4.2B, 33 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$5.2B97%
- Insurance companies$178M3.3%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 40reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $4.2B for 33 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.97 institutional_share=0.03 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
40 reported on Schedule D 7.B.(1)
Owners and control persons
Schedule A and B, latest filing
- O•••••• D••••••• T•••••• · General Counsel And Chief Compliance Officercontrolsince 04/2015 · owns less than 5%
- P••••• E•••• H••••• · Chief Credit Officercontrolsince 05/2023 · owns less than 5%
- S•••••••• S•••••• M• · Chief Executive Officercontrolsince 03/2010 · owns less than 5%
- Z••••••• R••••••• C•••• · Chief Financial Officercontrolsince 09/2012 · owns less than 5%
- S•••••••• S•••••• M• · Limited Partnercontrolsince 02/2012 · owns 75% or more of B••••••••• C•••••• A•••••••• L•
- S•••••••• S•••••• M• · Managing Membercontrolsince 02/2012 · owns 75% or more of B••••••••• C•••••• A••••••• G•• L••
Entity owners
- B••••••••• C•••••• A•••••••• L• · Memberdirect · owns 75% or more
- B••••••••• C•••••• A••••••• G•• L•• · General Partnerindirect · owns F of B••••••••• C•••••• A•••••••• L•
Related persons
Schedule D 7.A
- B••• C•••••• M••••••• V• L••n
- B••• C•••••• M•••••••• L••n
- B••••••••• C•••••• A••••••• G•• L••y
- B••••••••• C•••••• A•••••••• L•y
- B••••••••• C•••••• F••• M••••••• I••••• L••bankpooled vehicle sponsorn
- B••••••••• C•••••• F••• M••••••• I•••• L••pooled vehicle sponsorn
- B••••••••• C•••••• F••• M••••••• I•• L••bankpooled vehicle sponsorn
- B••••••••• C•••••• F••• M••••••• V• L••bankpooled vehicle sponsorn
- B••••••••• C•••••• M•••••••• L••pooled vehicle sponsorn
- B••••••••• C•••••• M• C•• M•••••••• L••pooled vehicle sponsorn
- B••••••••• C•••••• S••• M••••••• I•• L••pooled vehicle sponsorn
- B••••••••• C•••••• S••• M••••••• I••• L••pooled vehicle sponsorn
- B••••••••• F••• I•• S••••• G•• L••bankpooled vehicle sponsorn
- B••••••••• L••• S••••••• L••y
Offices
Schedule D 1.F, the 25 largest
- Chicago, IL1 employees
What changed
consecutive filings, newest first
- Accounts · 30 to 40Feb 24, 2026 to Mar 31, 2026
- Advisory employees · 32 to 35Feb 24, 2026 to Mar 31, 2026
- Advisory activities · 2 to 3Feb 24, 2026 to Mar 31, 2026
- Pooled vehicle clients · 29 to 37Feb 24, 2026 to Mar 31, 2026
- Assets in custody · $4.1B to $4.2BFeb 24, 2026 to Mar 31, 2026
- Employees · 60 to 64Feb 24, 2026 to Mar 31, 2026
- Other offices · 1 to 0Feb 24, 2026 to Mar 31, 2026
- Discretionary RAUM · $6.1B to $6.2BFeb 24, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $5.3B to $5.2BFeb 24, 2026 to Mar 31, 2026
- RAUM · $6.1B to $6.2BFeb 24, 2026 to Mar 31, 2026
- Private funds · 33 to 34Mar 28, 2025 to Feb 24, 2026
- Accounts · 25 to 30Feb 28, 2025 to Mar 28, 2025
- Advisory employees · 27 to 32Feb 28, 2025 to Mar 28, 2025
- Pooled vehicle clients · 24 to 29Feb 28, 2025 to Mar 28, 2025
- Assets in custody · $3.8B to $4.1BFeb 28, 2025 to Mar 28, 2025
- Employees · 53 to 60Feb 28, 2025 to Mar 28, 2025
- Financial planning clients · unset to Feb 28, 2025 to Mar 28, 2025
- Discretionary RAUM · $5.8B to $6.1BFeb 28, 2025 to Mar 28, 2025
- Non-discretionary RAUM · $143M to $0Feb 28, 2025 to Mar 28, 2025
- Pooled vehicle RAUM · $5.3B to $5.3BFeb 28, 2025 to Mar 28, 2025
- RAUM · $6.0B to $6.1BFeb 28, 2025 to Mar 28, 2025
- Private funds · 30 to 33Apr 26, 2024 to Feb 28, 2025
- Private funds · 29 to 30Mar 29, 2024 to Apr 26, 2024
- Advisory employees · 30 to 272•••••1-15 to Mar 29, 2024
- Assets in custody · unset to 3833543766.02•••••1-15 to Mar 29, 2024
- Custody of client assets · false to true2•••••1-15 to Mar 29, 2024
- Employees · 55 to 532•••••1-15 to Mar 29, 2024
- Other offices · 0 to 12•••••1-15 to Mar 29, 2024
- Discretionary RAUM · $5.6B to $5.8B2•••••1-15 to Mar 29, 2024
- Non-discretionary RAUM · $131M to $143M2•••••1-15 to Mar 29, 2024
- Pooled vehicle RAUM · $5.2B to $5.3B2•••••1-15 to Mar 29, 2024
- RAUM · $5.7B to $6.0B2•••••1-15 to Mar 29, 2024
- Private funds · 16 to 29Jun 14, 2023 to 2•••••1-15
- Accounts · 23 to 25Jun 1, 2022 to Mar 30, 2023
- Advisory employees · 23 to 30Jun 1, 2022 to Mar 30, 2023
- Advisory activities · 1 to 2Jun 1, 2022 to Mar 30, 2023
- Pooled vehicle clients · 23 to 24Jun 1, 2022 to Mar 30, 2023
- Employees · 45 to 55Jun 1, 2022 to Mar 30, 2023
- Discretionary RAUM · $4.2B to $5.6BJun 1, 2022 to Mar 30, 2023
- Non-discretionary RAUM · $212M to $131MJun 1, 2022 to Mar 30, 2023
Signals
7 dated events
- H••••• E••• P•••• (Chief Credit Officer) appeared on Schedule A of B••••••••• C•••••• A•••••••• L••Mar 29, 2024 · Control person joined · fact
- W William Archer (Chief Credit Officer) no longer on Schedule A of B••••••••• C•••••• A•••••••• L•• (listed 2022-06-01, absent 2023-03-30)Mar 30, 2023 · Control person left · inference
- B••••••••• C•••••• A•••••••• L•• reported RAUM $5.7B, up 28% from $4.4B (2022-06-01 to 2023-03-30)Mar 30, 2023 · RAUM change · derived
- W William Archer (Chief Credit Officer) appeared on Schedule A of B••••••••• C•••••• A•••••••• L••Mar 30, 2021 · Control person joined · fact
- Philip Daniele (Managing Director) no longer on Schedule A of B••••••••• C•••••• A•••••••• L•• (listed 2•••••2-04, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- Ramon Damien Dwin (Managing Member) no longer on Schedule A of B••••••••• C•••••• A•••••••• L•• (listed 2•••••0-07, absent 2•••••2-04)2•••••2-04 · Control person left · inference
- B••••••••• C•••••• S•• M•••••••• L•• filed its initial SEC registration (Form ADV)Aug 2, 2013 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- B••••••••• C•••••• A•••••••• L•• · Independent Sponsorsshared crd · capital_provider
- B••••••••• C•••••• A•••••••• L•• · Private Equityshared crd · organization
- B••••••••• C•••••• A•••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/brightwood-capital-advisors-llcreportedpublic record, Form ADV, Sep 18, 2026
- Website
- B•••••••••LP.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 646-957-9525reportedpublic record, Form ADV, Jun 26, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026