Brightwood Capital Advisors, LLC (New York)

Name: Brightwood Capital Advisors, LLC
Address: 810 7 Th Avenue, New York, NY, 10019
Telephone: 646-957-9539

Brightwood Capital Advisors, LLC is a large advisory firm based in New York. It manages $4.61 billion of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of California, Delaware, Georgia, and 3 other states.

Brightwood Capital Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Brightwood Capital Advisors: assets under management

The assets under management (AUM) of Brightwood Capital Advisors, LLC is $4.61 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1176% since the beginning of its operation, and $462.39 million of the total AUM is attributable to clients outside of the United States.

The firm manages $4.61 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $287.99 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Brightwood Capital Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Colin Hipwood Keenan serves?

The only and largest group of clients of Colin Hipwood Keenan is pooled investment vehicles with 16 clients and $4.61 billion of assets under management. Among the 10 most similar advisory firms, Brightwood Capital Advisors has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $4.61 billion for 16 clients. 31% of the firm’s clients are foreign persons or businesses.

Brightwood Capital Advisors also advises several private funds. Namely, four hedge funds, four private equity funds, and two venture capital funds. The minimum investment commitment required of non-related persons ranges from $0 to $10,000,000.

Careers at Brightwood Capital Advisors, LLC

The company employs 51 people that are either part- or full-time employees. 55 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Colin Hipwood Keenan has been acting as President since 1 Jul 2012. Melody Rollins Downes joined the executive team most recently as the Managing Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Sengal Mg Selassie	Managing member	1 Mar 2010	Other	2784702
Damien Ramon Dwin	Managing member	1 Mar 2010	Other	2933555
Lp Brightwood Capital Advisors	Owner	1 Feb 2012	75% - 100%	37-1665801
Scott Frederick Simpson	Managing director	1 Jul 2012	Other	2931770
Colin Hipwood Keenan	Director	1 Jul 2012	Other	4976194
Russell Craig Zomback	Chief compliance officer and managing director	1 Sep 2012	Other	2086550
Barbara Ellen Parker	Chief financial officer	1 Sep 2013	Other	5997917
William W Archer	Chief credit officer	1 Oct 2013	Other	1969035
Sachin Goel	Head of capital markets	1 Oct 2013	Other	4526377
Scott Matthew Porter	Managing director	1 Dec 2014	Other	4170936
Tracie Elizabeth Ahern	Chief financial officer and chief operating officer	1 Feb 2015	Other	4602831
Kunal Mahendra Shah	Director	1 Feb 2015	Other	4998583
Sarah Ann Tracy	Director	1 Feb 2015	Other	5106883
Darilyn T Olidge	General counsel, chief compliance officer and managing director	1 Apr 2015	Other	2827346
Marla Willner	Head of investments	1 Apr 2015	Other	2390627
Darilyn Therese Olidge	General counsel, chief compliance officer and managing director	1 Apr 2015	Other	2827346
Marla Lynn Willner	Head of investments	1 Apr 2015	Other	2390627
Philip Daniele	Chief risk officer	1 May 2015	Other	6504514
Nathan Harnetiaux	Director	1 May 2015	Other	6504524
Melody Rollins Downes	Managing director	1 Jan 2016	Other	2673975

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Sengal Mg Selassie	Managing member	1 Feb 2010	50% - 75%	2784702
Sengal Mg Selassie	Limited partner	1 Feb 2012	50% - 75%	2784702
Damien Ramon Dwin	Limited partner	1 Feb 2012	50% - 75%	2933555
Llc Brightwood Capital Advisors Gp	General partner	1 Feb 2012	Other	45-4657540

Based in New York

The principal office where Brightwood Capital Advisors, LLC performs its advisory services is located at 810 7 Th Avenue, New York, NY 10019, which is also the mailing address of the firm. An additional office of the firm is in Chicago, IL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 646-957-9539 or by fax 646-395-1432. The normal business hours are 9:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at brightwoodlp.com and its LinkedIn profile.