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 FUND III-INSTITUTIONAL, LPHedge Fund · Last reported Jun 26, 2026$9.76MGross asset value

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: 805-5589615396
Reported beneficial owners: 71
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 ONSHORE REDEEMING SERIESHedge Fund · Last reported Jun 26, 2026$8.2MGross asset value

Fund administrator U.S. BANCORP FUND SERVICES, LLC MILWAUKEE, Wisconsin, United States Investor statements: No (provided to no 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: 805-7485791854
Reported beneficial owners: 1
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-U, LP - BRIGHTWOOD III-U ONSHORE CONTINUING SERIESPrivate Equity Fund · Last reported Jun 26, 2026$3.41MGross asset value

Fund administrator U.S. BANCORP FUND SERVICES, LLC MILWAUKEE, Wisconsin, United States Investor statements: No (provided to no 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: 805-4140996338
Reported beneficial owners: 1
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-U, LP - BRIGHTWOOD III-U ONSHORE EXCLUDED COMPANIES SERIESPrivate Equity Fund · Last reported Jun 26, 2026$1.18MGross asset value

Fund administrator U.S. BANCORP FUND SERVICES, LLC MILWAUKEE, Wisconsin, United States Investor statements: No (provided to no 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: 805-2627566463
Reported beneficial owners: 1
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 OFFSHORE REDEEMING SERIESHedge Fund · Last reported Jun 26, 2026$935KGross asset value

Fund administrator U.S. BANCORP FUND SERVICES, LLC MILWAUKEE, Wisconsin, United States Investor statements: No (provided to no 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: 805-9255303134
Reported beneficial owners: 1
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-U, LP - BRIGHTWOOD III-U OFFSHORE CONTINUING/EXCLUDED COMPANIES SERIESPrivate Equity Fund · Last reported Jun 26, 2026$514KGross asset value

Fund administrator U.S. BANCORP FUND SERVICES, LLC MILWAUKEE, Wisconsin, United States Investor statements: No (provided to no 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: 805-2700089443
Reported beneficial owners: 1
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, LPHedge Fund · Last reported Jun 14, 2023$460MGross asset value

Feeder funds

BRIGHTWOOD CAPITAL FUND III-INSTITUTIONAL, LP
BRIGHTWOOD CAPITAL FUND III, 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: 805-5851006668
Reported beneficial owners: 292
Minimum commitment: $250K
Form D file number: 021-209024
Form D file number: 021-20902401

Form ADV 1769438 · Jun 14, 2023 · 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.