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•••••• P•••••••
Legal name B••••••••• C•••••• P•••••••• L•••
Latest filing Jul 2, 2026
First filing on the tape Mar 31, 2017 · 20 filings
SEC status approved since Apr 20, 2017
RAUM
$4.8B
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
61
39 advisory (5.B.1)
Offices
5
beyond the principal office
Private funds
18
reported on Schedule D
History
20 filings and snapshots on the tape
RAUM$4.8B as of Jul 2, 2026
Mar 28, 2018$745M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 2, 2026
Mar 28, 20180 then
Employees (5.A)61 as of Jul 2, 2026
Mar 28, 201814 then
Private funds18 as of Jul 2, 2026
Mar 28, 20184 then
RAUM +6.7% over the last fiscal year+6.1% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jul 2, 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
- $269MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived6 offices incl. principal (1.F.5)
- RAUM growth, one year
- +6.7%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-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehicles, otherreportedItem 5.G
- 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)
- 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 testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$4.8B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 18reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false 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
14 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B••••••••• C•••••• P••••••• F••• I•• L••• | Private Equity Fund | $1.3B | 212 | Mar 30, 2020 |
| B••••••••• C•••••• P••••••• F••• I••• L••• | Private Equity Fund | $736M | 138 | Mar 31, 2023 |
| B••••••••• C•••••• P••••••• F••• I•••• L••• | Private Equity Fund | $577M | 44 | Mar 30, 2020 |
| B••••••••• C•••••• P••••••• F••• I••••• L••• | Private Equity Fund | $466M | 34 | Mar 31, 2023 |
| B••••••••• C•••••• P••••••• M•••••••• L••• | Private Equity Fund | $391M | 84 | Mar 30, 2022 |
| B••••••••• C•••••• P••••••• F••• I• L••• | Private Equity Fund | $346M | 122 | Apr 27, 2016 |
| B••••••••• C•••••• P••••••• R•••••• L••• | Private Equity Fund | $257M | 74 | Mar 31, 2021 |
| B••••••••• C•••••• P••••••• S•••••••• F••• I• L••• | Private Equity Fund | $154M | 28 | Mar 31, 2017 |
| B••••••••• C•••••• P••••••• D••••• L••• | Private Equity Fund | $67.5M | 5 | Mar 29, 2024 |
| B••••••••• C•••••• P••••••• G••• L••• | Private Equity Fund | $22.9M | 31 | Apr 27, 2016 |
| B••••••••• C•••••• P••••••• I••••••••• L••• | Private Equity Fund | $2.1M | 2 | Mar 30, 2020 |
| B••••••••• C•••••• P••••••• T•••• W••••• L••• | Private Equity Fund | $1.1M | 5 | Mar 28, 2018 |
| B••••••••• C•••••• P••••••• Q••••••• L••• | Private Equity Fund | $139,347 | 34 | Mar 29, 2019 |
| B••••••••• C•••••• P••••••• C•••••••• L•••no longer reported | Private Equity Fund | $36,945 | 2 | Mar 30, 2020 |
Owners and control persons
Schedule A and B, latest filing
- L•••••• C••••••• M•••• · Chief Financial Officercontrolsince 05/2023 · owns less than 5%
- R•••••••• B••••• E••••• · President, Partner And Chief Operating Officercontrolsince 05/2023 · owns less than 5%
- W•••••••• A•••••• S••• · Chief Executive Officer And Limited Partnercontrolsince 12/2015 · owns less than 5%
- W•••••••• A•••••• S••• · Managing Membercontrolsince 12/2015 · owns 75% or more of B•• H••••••• G•• L••
- W•••••••• A•••••• S••• · Managing Membercontrolsince 12/2015 · owns 75% or more of B••••••••• C•••••• P••••••• H•••••••• L••
Entity owners
- B•• M•••••• H•••••••• L••• · Limited Partnerdirect · owns 75% or more
- B••••••••• C•••••• P••••••• H•••••••• L•• · General Partnerdirect · owns less than 5%
- B•• H••••••• G•• L•• · General Partnerindirect · owns F of B•• M•••••• H•••••••• L•••
- B••••••••• C•••••• P••••••• H•••••••• L•• · Limited Partnerindirect · owns 75% or more of B•• M•••••• H•••••••• L•••
Related persons
Schedule D 7.A
- B••••••••• A••••••••• I•• L•••pooled vehicle sponsorn
- B••••••••• A••••••••• I••• L•••pooled vehicle sponsorn
- B••••••••• A••••••••• L•••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Palm Beach, FL5 employees
- Old Greenwich, CT3 employees
- Denver, CO2 employees
- St. Louis, MO2 employees
- Brentwood, TN1 employees
- Laguna Beach, CA1 employees
What changed
consecutive filings, newest first
- Accounts · 14 to 18Aug 21, 2025 to Mar 31, 2026
- Advisory employees · 27 to 39Aug 21, 2025 to Mar 31, 2026
- Pooled vehicle clients · 14 to 18Aug 21, 2025 to Mar 31, 2026
- Employees · 50 to 61Aug 21, 2025 to Mar 31, 2026
- Private funds · 14 to 18Aug 21, 2025 to Mar 31, 2026
- Discretionary RAUM · $4.5B to $4.8BAug 21, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $4.5B to $4.8BAug 21, 2025 to Mar 31, 2026
- RAUM · $4.5B to $4.8BAug 21, 2025 to Mar 31, 2026
- Accounts · 13 to 14Mar 29, 2024 to Mar 28, 2025
- Advisory employees · 30 to 27Mar 29, 2024 to Mar 28, 2025
- Pooled vehicle clients · 13 to 14Mar 29, 2024 to Mar 28, 2025
- Employees · 44 to 50Mar 29, 2024 to Mar 28, 2025
- Financial planning clients · unset to Mar 29, 2024 to Mar 28, 2025
- Other offices · 6 to 5Mar 29, 2024 to Mar 28, 2025
- Private funds · 13 to 14Mar 29, 2024 to Mar 28, 2025
- Discretionary RAUM · $4.3B to $4.5BMar 29, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $4.3B to $4.5BMar 29, 2024 to Mar 28, 2025
- RAUM · $4.3B to $4.5BMar 29, 2024 to Mar 28, 2025
- Accounts · 12 to 13Feb 27, 2024 to Mar 29, 2024
- Advisory employees · 33 to 30Feb 27, 2024 to Mar 29, 2024
- Pooled vehicle clients · 12 to 13Feb 27, 2024 to Mar 29, 2024
- Employees · 50 to 44Feb 27, 2024 to Mar 29, 2024
- Other offices · 7 to 6Feb 27, 2024 to Mar 29, 2024
- Private funds · 12 to 13Feb 27, 2024 to Mar 29, 2024
- Discretionary RAUM · $4.1B to $4.3BFeb 27, 2024 to Mar 29, 2024
- Pooled vehicle RAUM · $4.1B to $4.3BFeb 27, 2024 to Mar 29, 2024
- RAUM · $4.1B to $4.3BFeb 27, 2024 to Mar 29, 2024
- Accounts · 11 to 12Mar 30, 2022 to Mar 31, 2023
- Advisory employees · 32 to 33Mar 30, 2022 to Mar 31, 2023
- Pooled vehicle clients · 11 to 12Mar 30, 2022 to Mar 31, 2023
- Employees · 52 to 50Mar 30, 2022 to Mar 31, 2023
- Private funds · 11 to 12Mar 30, 2022 to Mar 31, 2023
- Discretionary RAUM · $3.3B to $4.1BMar 30, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $3.3B to $4.1BMar 30, 2022 to Mar 31, 2023
- RAUM · $3.3B to $4.1BMar 30, 2022 to Mar 31, 2023
- Accounts · 10 to 11Jun 23, 2021 to Mar 30, 2022
- Advisory employees · 29 to 32Jun 23, 2021 to Mar 30, 2022
- Pooled vehicle clients · 10 to 11Jun 23, 2021 to Mar 30, 2022
- Employees · 44 to 52Jun 23, 2021 to Mar 30, 2022
- Other offices · 3 to 7Jun 23, 2021 to Mar 30, 2022
Signals
10 dated events
- Brian Joseph Bartek (Chief Financial Officer) no longer on Schedule A of B••••••••• C•••••• P••••••• (listed 2023-03-31, absent 2023-06-06)Jun 6, 2023 · Control person left · inference
- Marie Renee Noto (President And Partner) no longer on Schedule A of B••••••••• C•••••• P••••••• (listed 2023-03-31, absent 2023-06-06)Jun 6, 2023 · Control person left · inference
- Edward Bruce Roberson (President, Partner And Chief Operating Officer) appeared on Schedule A of B••••••••• C•••••• P•••••••Jun 6, 2023 · Control person joined · fact
- Marie Christy Lukach (Chief Compliance Officer) appeared on Schedule A of B••••••••• C•••••• P•••••••Mar 30, 2022 · Control person joined · fact
- B••••••••• C•••••• P••••••• reported RAUM $2.7B, up 45% from $1.9B (2021-01-20 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- B••••••••• C•••••• P••••••• reported RAUM $1.9B, up 91% from $968.9M (2019-10-15 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- Marie Renee Noto (President And Partner) appeared on Schedule A of B••••••••• C•••••• P•••••••Mar 29, 2019 · Control person joined · fact
- Joseph Paul Ferguson (Chief Compliance Officer) no longer on Schedule A of B••••••••• C•••••• P••••••• (listed 2018-03-28, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- B••••••••• C•••••• P••••••• reported RAUM $745.5M, up 232% from $224.3M (2018-01-31 to 2018-03-28)Mar 28, 2018 · RAUM change · derived
- B••••••••• C•••••• P••••••• filed its initial SEC registration (Form ADV)Mar 31, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- B••••••••• C•••••• P••••••• · Independent Sponsorsshared crd · capital_provider
- B••••••••• C•••••• P••••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/brightstar-capital-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- brightstarcp.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-430-2500reportedpublic record, Form ADV, Jul 2, 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