|
⚲
|
| Bright Portfolios LLC
✚
|
|
|---|---|
| CRD # | 288605 |
| SEC # | 801-131622 |
| CIK # | |
| AUM | $81.1 M (2025-03-31) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 877-274-7678 |
| Address | 11 SE 2nd St Lees Summit, MO 64063 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 81.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 81.1 |
| By Discretionary | ||
| Discretionary | 1 | 81.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 81.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 81.1 | |
| Total | 1 | 81.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
SWP Investment Management LLC
✚
|
OH | 0.1 |
|
CIM Capital Sa Management LLC
✚
|
CA | 0.1 |
|
Allstate Financial Advisors LLC
✚
|
NE | 0.1 |
|
Bin Yuan Capital Cayman Limited
✚
|
0.1 | |
|
Abraham Trading LP
✚
|
TX | 0.1 |
|
OBP Capital LLC
✚
|
NC | 0.1 |
|
Jacob Asset Management of New York LLC
✚
|
CA | 0.1 |
|
Union Street Partners LLC
✚
|
VA | 0.1 |
|
Wavelength Capital Management LLC
✚
|
CT | 0.1 |
|
NexPoint Insurance Solutions LP
✚
|
TX | 0.1 |