|
⚲
|
| Bridgelight Capital LLC
✚
|
|
|---|---|
| CRD # | 154920 |
| SEC # | 801-116940 |
| CIK # | |
| AUM | $117.5 MM (2023-03-14) |
| Employees | 5 (80% Investors, 80% Brokers) |
| Phone | 480-270-5240 |
| Address | 7033 E Greenway Parkway Scottsdale, AZ 85254 |
| Source | [IAPD] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 140 | 47.0 |
| (b) Individuals (high net worth individuals) | 47 | 70.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 388 | 117.5 |
| By Discretionary | ||
| Discretionary | 388 | 117.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 388 | 117.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 117.5 | |
| Total | 388 | 117.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Taurus Capital Management LLC
✚
|
OR | 0.1 |
|
NDWM LLC
✚
|
CA | 0.1 |
|
Jaras Financial Services Inc
✚
|
OH | 0.1 |
|
ZEIT Capital LLC
✚
|
CA | 0.1 |
|
Garner Financial Management Inc
✚
|
CA | 0.1 |
|
Fusco Financial Services Inc
✚
|
FL | 0.1 |
|
Owlfi RIA LLC
✚
|
KS | 0.1 |
|
Evolutionary Tree Capital Management LLC
✚
|
VA | 0.1 |
|
Cross State Financial Group LLC
✚
|
NM | 0.1 |
|
Bright Investments LLC
✚
|
AL | 0.1 |