|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Brighton Jones LLC
✚
|
|
|---|---|
| CRD # | 108601 |
| SEC # | 801-57087 |
| CIK # | 0001360798 |
| AUM | $15.0 B (2025-07-24) |
| Employees | 279 (61% Investors, 0% Brokers) |
| Phone | 206-258-5000 |
| Address | 2030 1st Avenue Seattle, WA 98121 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Amazon Com Inc | 0.8 | ||
| Microsoft Corp | 0.4 | ||
| Apple Inc | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Metropcs Communications Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Tesla Motors Inc | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Lenora Capital Multistrategy Fund II | 2025-03-31 | 0.0 | |
| PE | Lenora Capital Multistrategy Fund I LLC | [2024-03-29] | 0.0 | 1.9 |
| PE | Lenora Capital Multistrategy Fund I QP LLC | [2024-03-29] | 84.1 | 10.0 |
| PE | Brighton Jones Investment Partners II LLC | [2020-05-21] | 8.8 | 12.9 |
| PE | Brighton Jones Investment Partners LLC | [2019-03-29] | 3.2 | 12.9 |
| PE | Brighton Jones Growth Capital IA LLC | 2012-03-30 | 0.0 | |
| PE | Brighton Jones Growth Capital IB LLC | 2012-03-30 | 0.0 | |
| RE | Brighton Jones Real Estate IB LLC | 2012-03-30 | 0.0 | |
| VC | Brighton Jones Venture Capital IB LLC | 2012-03-30 | 0.0 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 635 | 0.3 |
| (b) Individuals (high net worth individuals) | 2,610 | 13.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 0.1 |
| (g) Pension and profit sharing plans | 59 | 0.7 |
| (h) Charitable organizations | 7 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,316 | 15.0 |
| By Discretionary | ||
| Discretionary | 3,311 | 14.9 |
| Non-Discretionary | 5 | 0.1 |
| Total | 3,316 | 15.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 14.9 | |
| Total | 3,316 | 15.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Todd Seneker | 8 | ||
| Tyler Mayfield | 29 | ||
| Brett Deits | 2 | ||
| Lenora Capital LLC | 2 | ||
| Brighton Jones LLC | 2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001360798] | |
| 3 | [0001360798] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Private Debt & Income Fund | |
| Brighton Jones LLC |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Aspiriant LLC
✚
|
CA | 15.5 |
|
Stanhope Capital LLP
✚
|
14.1 | |
|
Ballentine Partners LLC
✚
|
MA | 12.0 |
|
MainStreet Investment Advisors LLC
✚
|
IL | 5.4 |
|
Quadrant Capital Group LLC
✚
|
OH | 4.7 |
|
Eversource Wealth Advisors LLC
✚
|
AL | 4.0 |
|
Venturi Wealth Management LLC
✚
|
TX | 3.2 |
|
Pasadena Private Wealth LLC
✚
|
CA | 1.3 |
|
Bluepointe Capital Management LLC
✚
|
CA | 0.8 |
|
Swan Capital LLC
✚
|
0.3 |