BRIGHT ANGEL ADVISORS LLC
Adviser information for BRIGHT ANGEL ADVISORS LLC last updated from Form ADV on January 17th, 2024. 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 | Minnesota, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| 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 | 98 | $172.7M |
| Non-Discretionary | 0 | $0 |
| Total | 98 | $172.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 14 | $3.1M |
| HNW Individuals | 20 | $169.5M |
| 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 businesses |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-120036 |
|---|---|
| SEC ERA File Number | 801-120036 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 311704 |
| Legal Entity Identifier | None |
Principal Office
3900 NORTHWOODS DR.SUITE 350
ST. PAUL
MN
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 612-372-0090, Fax: N/A
Chief Compliance Officer
ANDREW P. SWEERE
3900 NORTHWOODS DR.
SUITE 350
ST. PAUL
MN
United States
Tel:
(612) 372-0097
Fax:
N/A
A*****@**********A
(Full email address available in API data)
Regulatory Contact
MICHAEL J. BARRETT
MANAGING MEMBER
3900 NORTHWOODS DR.
SUITE 350
ST. PAUL
MN
United States
Tel:
(612) 372-0090
Fax:
N/A
M*******@**********************M
(Full email address available in API data)
Industry Affiliates
| MJ BARRETT & COMPANY PLLC | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BARRETT, MICHAEL, JAMES | Individual | – | MANAGING MEMBER | 09/2020 | > 75% |
| SWEERE, ANDREW, PAUL | Individual | – | CHIEF COMPLIANCE OFFICER | 08/2022 | < 5% |