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| Happy Holidays!! thanks for using AUM13F!! |
| Brite Advisors USA Inc
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| CRD # | 155775 |
| SEC # | 801-78041 |
| CIK # | |
| AUM | $468.1 M (2024-12-09) |
| Employees | 1 (0% Investors, 0% Brokers) |
| Phone | 646-449-7253 |
| Address | 136 Madison Avenue New York, NY 10016 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 561 | 181.7 |
| (b) Individuals (high net worth individuals) | 194 | 286.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 755 | 468.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 755 | 468.1 |
| Total | 755 | 468.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 10.2 | |
| United States Persons | 457.9 | |
| Total | 755 | 468.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
West Wealth Group LLC
✚
|
CA | 0.5 |
|
The Strategic Financial Alliance Inc
✚
|
GA | 0.5 |
|
Edgerock Capital LLC
✚
|
CO | 0.5 |
|
Paradigm Wealth Advisory LLC
✚
|
NJ | 0.5 |
|
Peirce Park Group Inc
✚
|
PA | 0.5 |
|
Ategenos Capital LLC
✚
|
PA | 0.5 |
|
New Capital Management LP
✚
|
TX | 0.5 |
|
White Pine Investment Company
✚
|
MI | 0.5 |
|
SPG Advisors LLC
✚
|
WA | 0.5 |
|
Northern Capital Management Inc
✚
|
WA | 0.5 |