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Brighton Jones LLC
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CRD # | 108601 |
SEC # | 801-57087 |
CIK # | 0001360798 |
AUM | $9.5 BB (2023-03-31) |
Employees | 224 (60% Investors, 0% Brokers) |
Phone | 206-258-5000 |
Address | 2030 1st Avenue Seattle, WA 98121 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
Total AUM ($BB) |
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CIK | Period |
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0001360798 | |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
Amazon Com Inc | 1,093.0 | 0.4 | |
Microsoft Corp | 1,918.2 | 0.2 | |
J P Morgan Chase & Co | 0.1 | ||
Apple Inc | 2,382.8 | 0.1 | |
Metropcs Communications Inc | 166.8 | 0.0 | |
Tesla Motors Inc | 723.4 | 0.0 | |
Starbucks Corp | 87.6 | 0.0 | |
Exxon Mobil Corp | 385.5 | 0.0 | |
Alphabet Inc | 1,482.6 | 0.0 | |
Sysco Corp | 43.3 | 0.0 | |
Alphabet Inc | 1,475.1 | 0.0 | |
Nike Inc | 161.8 | 0.0 | |
Snowflake Inc | 45.7 | 0.0 | |
Prev | Page 1 | Next |
Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
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PE | Brighton Jones Investment Partners II LLC | [2020-05-21] | 8.8 | 12.1 |
PE | Brighton Jones Investment Partners LLC | [2019-03-29] | 3.2 | 36.7 |
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 ($BB) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 645 | 0.3 |
(b) Individuals (high net worth individuals) | 1,954 | 8.3 |
(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 | 6 | 0.0 |
(g) Pension and profit sharing plans | 70 | 0.7 |
(h) Charitable organizations | 6 | 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 | 2,681 | 9.5 |
By Discretionary | ||
Discretionary | 2,676 | 9.4 |
Non-Discretionary | 5 | 0.1 |
Total | 2,681 | 9.5 |
By Non-United States Persons | ||
Non-United States Persons | 0.1 | |
United States Persons | 9.4 | |
Total | 2,681 | 9.5 |
Form D Directors | # Filings | # Firms | 2011 - 2023 |
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Tyler Mayfield | 20 |
EDGAR Form | CIK | 2011 - 2023 |
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13F-HR | [0001360798] |
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MainStreet Investment Advisors LLC
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IL | 14.4 |
Aspiriant LLC
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11.1 | |
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Eversource Wealth Advisors LLC
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AL | 1.8 |
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CA | 0.9 |
Bluepointe Capital Management LLC
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CA | 0.6 |
TCG Advisors LP
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TX | 0.0 |