DFX Intelligence
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SEC-registered adviser
B••••• P••• S••••• P•••••••• L••
Latest filing Mar 27, 2026
First filing on the tape Apr 28, 2025 · 2 filings
SEC status approved since May 28, 2025
RAUM
$195M
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
4
4 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
2
reported on Schedule D
History
2 filings and snapshots on the tape
RAUM$195M as of Mar 27, 2026
Apr 28, 2025$152M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 27, 2026
Apr 28, 20250 then
Employees (5.A)4 as of Mar 27, 2026
Apr 28, 20253 then
Private funds2 as of Mar 27, 2026
Apr 28, 20252 then
RAUM +29% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Mar 27, 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
- $97.4MderivedRAUM 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
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +29%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 pooled vehiclesreportedItem 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)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$195M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 2reported
- Financial planning clients
- 0reported
- 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
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B••••• P••• I•••••• L•• | Other Private Fund | $59.4M | 5 | May 17, 2024 |
Owners and control persons
Schedule A and B, latest filing
- C••••• P••••••• A•••••• · Membercontrolsince 06/2022 · owns 25% to 50%
- L••••••• J••••• B••••• · Membercontrolsince 06/2022 · owns 25% to 50%
- Z•••••• J•••• R•••• · Membercontrolsince 06/2022 · owns 25% to 50%
- A••••••••• M•••• B•• H•••• · Chief Compliance Officersince 03/2026 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 3 to 4Apr 28, 2025 to Mar 27, 2026
- Employees · 3 to 4Apr 28, 2025 to Mar 27, 2026
- Discretionary RAUM · $152M to $195MApr 28, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $152M to $195MApr 28, 2025 to Mar 27, 2026
- RAUM · $152M to $195MApr 28, 2025 to Mar 27, 2026
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
- B••••• P••• S••••• P•••••••• L•• · Independent Sponsorsshared crd · capital_provider
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/bright-path-sportsreportedpublic record, Form ADV, Sep 21, 2026
- Website
- b•••••••••.comreportedpublic record, Form ADV, Sep 21, 2026
- Principal office phone
- 216-235-3292reportedpublic record, Form ADV, Mar 27, 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