SourcingSourcing

BRIGHTWOOD CAPITAL ADVISORS, LLC

C30
CRD 167330·SEC 801-78420·NEW YORK, NY
AUM
$6.19B
$1B+
Est. Revenue
$61.9M
@ 1% on AUM
Est. EBITDA
$18.6M
@ 30% margin
Est. Deal Value
$148.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BRIGHTWOOD CAPITAL ADVISORS, LLC
CRD
167330
SEC file #
801-78420
EIN
000000000
DBA names
—

Economics

AUM
$6.19B
AUM band
$1B+
AUM trajectory
'20'26
$4.61B → $6.19B▲ +34%
Client mix
Pooled Investment Vehicles37
Insurance Companies2
Business Devel Companies1

Operations

Employees (total)
64
Advisory staff (per ADV)
35
Advisory staff (5-yr trend)
'20'26
28 advisors → 35 advisors▲ +25%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
U.S. Banklow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
04/20/2026
ADV-W filed at
—
Website
linkedin.com/company/brightwood-capital-advisors-llc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BRIGHTWOOD CAPITAL ADVISORS, LP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
BRIGHTWOOD CAPITAL ADVISORS, LP
OLIDGE, DARILYN, THERESE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:brightwood.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
3
Form 5500 Total Compensation
7,486,834
Form 5500 Compensation Trajectory 3y
20257,486,834
Form 5500 Plan Count Trajectory 3y
20253
Schedule C Total Compensation
7,486,834
Schedule C Service Provider Rows
3

SEC EDGAR

Edgar Cik
0002023578
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2024-05-20
Edgar Last Filing Date
2024-05-20
Edgar Form D Count
1
Edgar Form D Offerings
2024-05-202024-05-20 · 0001315863-24-000472

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
U.s. Bank78
Jpmorgan4
E*trade4
Edgar Addresses
Mailing
C/O BRIGHTWOOD CAPITAL ADVISORS, LLC810 SEVENTH AVENUE, 26TH FLOORNEW YORK, NY 10019
Business
C/O BRIGHTWOOD CAPITAL ADVISORS, LLC810 SEVENTH AVENUE, 26TH FLOORNEW YORK, NY 10019
Edgar EIN
000000000
Edgar Recent Filings
D2024-05-20 · 0001315863-24-000472
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (4)

4
OLIDGE, DARILYN, THERESE
Executive Officer · 2.5%
2827346
Pratt, Eric, Howard
Executive Officer · 2.5%
7895723
SELASSIE, SENGAL, MG
Executive Officer · 2.5%
2784702
ZOMBACK, RUSSELL, CRAIG
Executive Officer · 2.5%
2086550