Investment adviser · CRD 167330

BRIGHTWOOD CAPITAL ADVISORS, LLC

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Jun 26, 2026

Regulatory AUM: $6.19B
Client accounts: 40
Employees: 64
Advisory professionals: 35

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	37	$5,178,443,421	83.6%
Business development companies	1	$836,486,816	13.5%
Insurance companies	2	$177,845,890	2.9%

Filing source

Form ADV 2115976 · Jun 26, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

45 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

BRIGHTWOOD CAPITAL OFFSHORE FUND IV, LPHedge Fund · Last reported Jun 26, 2026$293MGross asset value

Form D fundraising filings

Brightwood Capital Offshore Fund IV, LP

Feeder funds

Fund administrator U.S. BANK GLOBAL FUND SERVICES (CAYMAN) LIMITED GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM US LLP NEW YORK, New York, United States

Custodian U.S. BANK NATIONAL ASSOCIATION CHARLOTTE, North Carolina, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

RSM US LLP
PCAOB 49

U.S. BANK NATIONAL ASSOCIATION
LEI 6BYL5QZYBDK8S7L73M02

Fund details & source

Fund ID: 805-7622337198
Reported beneficial owners: 48
Minimum commitment: $250K
Form D file number: 021-270990
Form D file number: 021-270992
Form D file number: 021-284779

Form ADV 2115976 · Jun 26, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BRIGHTWOOD CAPITAL OFFSHORE FUND V-U, LPPrivate Equity Fund · Last reported Jun 26, 2026$258MGross asset value

Feeder funds

BRIGHTWOOD CAPITAL OFFSHORE FEEDER FUND V-U, LP
BRIGHTWOOD CAPITAL OFFSHORE FUND V-U RN, LLC

Fund administrator U.S. BANK GLOBAL FUND SERVICES (CAYMAN) LIMITED GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM US LLP NEW YORK, New York, United States

Custodian U.S. BANK NATIONAL ASSOCIATION CHARLOTTE, North Carolina, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

RSM US LLP
PCAOB 49

U.S. BANK NATIONAL ASSOCIATION
LEI 6BYL5QZYBDK8S7L73M02

Fund details & source

Fund ID: 805-9670111577
Reported beneficial owners: 2
Minimum commitment: $10M
Form D file number: 021-508139

Form ADV 2115976 · Jun 26, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BRIGHTWOOD CAPITAL OFFSHORE FUND V, LPHedge Fund · Last reported Jun 26, 2026$183MGross asset value

Feeder funds

BRIGHTWOOD CAPITAL OFFSHORE FEEDER FUND V, LP

Fund administrator U.S. BANK GLOBAL FUND SERVICES (CAYMAN) LIMITED GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM US LLP NEW YORK, New York, United States

Custodian U.S. BANK NATIONAL ASSOCIATION CHARLOTTE, North Carolina, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

RSM US LLP
PCAOB 49

U.S. BANK NATIONAL ASSOCIATION
LEI 6BYL5QZYBDK8S7L73M02

Fund details & source

Fund ID: 805-6324611730
Reported beneficial owners: 11
Minimum commitment: $1M
Form D file number: 021-404456

Form ADV 2115976 · Jun 26, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BRIGHTWOOD CAPITAL OFFSHORE FUND IV-U, LPPrivate Equity Fund · Last reported Jun 26, 2026$132MGross asset value

Form D fundraising filings

Brightwood Capital Offshore Fund IV-U, LP

Feeder funds

BRIGHTWOOD CAPITAL OFFSHORE FEEDER FUND IV-U, LP

Fund administrator U.S. BANK GLOBAL FUND SERVICES (CAYMAN) LIMITED GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM US LLP NEW YORK, New York, United States

Custodian U.S. BANK NATIONAL ASSOCIATION CHARLOTTE, North Carolina, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

RSM US LLP
PCAOB 49

U.S. BANK NATIONAL ASSOCIATION
LEI 6BYL5QZYBDK8S7L73M02

Fund details & source

Fund ID: 805-4973857268
Reported beneficial owners: 4
Minimum commitment: $10M
Form D file number: 021-289281
Form D file number: 021-289289

Form ADV 2115976 · Jun 26, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BRIGHTWOOD CAPITAL FUND III, LP - BRIGHTWOOD III CONTINUING SERIESHedge Fund · Last reported Jun 26, 2026$130MGross asset value

Fund administrator U.S. BANCORP FUND SERVICES, LLC MILWAUKEE, Wisconsin, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM US LLP NEW YORK, New York, United States

Custodian U.S. BANK NATIONAL ASSOCIATION CHARLOTTE, North Carolina, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

RSM US LLP
PCAOB 49

U.S. BANK NATIONAL ASSOCIATION
LEI 6BYL5QZYBDK8S7L73M02

Fund details & source

Fund ID: 805-4951057379
Reported beneficial owners: 80
Minimum commitment: $0

Form ADV 2115976 · Jun 26, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BRIGHTWOOD CAPITAL FUND III HOLDINGS, LP - BRIGHTWOOD III HOLDINGS CREDIT FACILITY SERIESHedge Fund · Last reported Jun 26, 2026$115MGross asset value

Fund administrator U.S. BANCORP FUND SERVICES, LLC MILWAUKEE, Wisconsin, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM US LLP NEW YORK, New York, United States

Custodian U.S. BANK NATIONAL ASSOCIATION CHARLOTTE, North Carolina, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

RSM US LLP
PCAOB 49

U.S. BANK NATIONAL ASSOCIATION
LEI 6BYL5QZYBDK8S7L73M02

Fund details & source

Fund ID: 805-8945325294
Reported beneficial owners: 3
Minimum commitment: $0

Form ADV 2115976 · Jun 26, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BRIGHTWOOD CAPITAL FUND V-U, LPPrivate Equity Fund · Last reported Jun 26, 2026$86.7MGross asset value

Form D fundraising filings

Brightwood Capital Fund V-U, LP

Fund administrator U.S. BANCORP FUND SERVICES, LLC MILWAUKEE, Wisconsin, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM US LLP NEW YORK, New York, United States

Custodian U.S. BANK NATIONAL ASSOCIATION CHARLOTTE, North Carolina, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

RSM US LLP
PCAOB 49

U.S. BANK NATIONAL ASSOCIATION
LEI 6BYL5QZYBDK8S7L73M02

Fund details & source

Fund ID: 805-6111690796
Reported beneficial owners: 4
Minimum commitment: $10M
Form D file number: 021-408808

Form ADV 2115976 · Jun 26, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jun 26, 2026. View historical filings

Reported services

Investment company portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

810 7TH AVENUE, 26TH FLOOR
NEW YORK, NY, 10019, United States

CRD 167330

Filing source

Form ADV 2115976 · Jun 26, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.