Brighton Jones LLC

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Assets, Funds, Holdings

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Brighton Jones LLC
CRD #108601
SEC #801-57087
CIK #0001360798
AUM $9.5 BB (2023-03-31)
Employees 224 (60% Investors, 0% Brokers)
Phone206-258-5000
Address2030 1st Avenue
Seattle, WA 98121
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($BB)
151296301999200720152024
CIK Period
0001360798
/
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
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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Type Form D Funds Date Sold ($MM) AUM ($MM)
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 ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 645 0.3
(b) Individuals (high net worth individuals) 1,954 8.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 6 0.0
(g) Pension and profit sharing plans 70 0.7
(h) Charitable organizations 6 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 2,681 9.5
By Discretionary
Discretionary 2,676 9.4
Non-Discretionary 5 0.1
Total 2,681 9.5
By Non-United States Persons
Non-United States Persons 0.1
United States Persons 9.4
Total 2,681 9.5
Form D Directors # Filings # Firms 2011 - 2023
Tyler Mayfield 20
EDGAR Form CIK 2011 - 2023
13F-HR [0001360798]
Comparable Firms State AUM ($BB)
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IL 14.4
Aspiriant LLC
CA 13.1
Stanhope Capital LLP
11.1
Quadrant Capital Group LLC
OH 3.0
Third Lake Partners LLC
FL 2.2
Eversource Wealth Advisors LLC
AL 1.8
True Capital Management LLC
CA 1.6
Pasadena Private Wealth LLC
CA 0.9
Bluepointe Capital Management LLC
CA 0.6
TCG Advisors LP
TX 0.0
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