BRITE INVESTMENTS USA, LLC
Adviser information for BRITE INVESTMENTS USA, LLC last updated from Form ADV on May 10th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 79 | $36.5M |
| Total | 79 | $36.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 66 | $20.8M |
| HNW Individuals | 13 | $15.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-110510 |
|---|---|
| SEC ERA File Number | 801-110510 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 288370 |
| Legal Entity Identifier | None |
Principal Office
12 EAST 49TH STREET11TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 8:30 AM - 5:00 PM
Tel: (715) 407-4351, Fax: None
Chief Compliance Officer
LOUIS ACHILLE ALMERINI
12 EAST 49TH STREET
11TH FLOOR
NEW YORK
NY
United States
Tel:
(732) 809-4819
L****@********************M
(Full email address available in API data)
Regulatory Contact
RICHARD LISSENDEN
CHIEF EXECUTIVE OFFICER
12 EAST 49TH STREET
11TH FLOOR
NEW YORK
NY
United States
Tel:
(715) 407-4351
R******@********************M
(Full email address available in API data)
Industry Affiliates
| BRITE ADVISORS LTD (F/K/A TOUCHSTONE ADVISORY LTD) | Other investment adviser, including financial planners |
| CFO FINANCIAL PARTNERS LLC | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BRITE ADVISORS, LTD | Foreign Entity | – | MEMBER | 01/2022 | > 75% |
| ALMERINI, LOUIS, ACHILLE | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2018 | < 5% |
| BAH 2021 LTD (F/K/A BRITE ADVISORY HOLDINGS LTD.) | Foreign Entity | BRITE ADVISORS, LTD | SHAREHOLDER | 01/2022 | > 75% |
| Lissenden, Richard, Willam | Individual | – | CHIEF EXECUTIVE OFFICER | 07/2021 | < 5% |
| BRITE ADVISORY HOLDINGS LIMITED | Foreign Entity | BAH 2021 LTD (F/K/A BRITE ADVISORY HOLDINGS LTD.) | SHAREHOLDER | 12/2022 | > 75% |
| Donnelly, Mark | Individual | BRITE ADVISORY HOLDINGS LIMITED | SHAREHOLDER | 12/2022 | > 75% |