BRITE ADVISORS USA, INC.

Adviser information for BRITE ADVISORS USA, INC. last updated from Form ADV on March 28th, 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 Corporation
Fiscal Year End DECEMBER
Legal Location Florida, United States

Employees

Total Number of Employees 8
Investment Advisory/Research 6
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 6
Licensed Agents of an Insurance Company 2
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 0 $0
Non-Discretionary 755 $468.1M
Total 755 $468.1M

Clients

Type Number RAUM
Individuals 561 $181.7M
HNW Individuals 194 $286.4M
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
No. of Financial Planning Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businessesPension consulting servicesEducational seminars/workshops
Compensation % of AUMFixed fees

Identifiers

SEC RIA File Number 801-78041
SEC ERA File Number 801-78041
SEC CIK Numbers None
SEC CRD Numbers 155775
Legal Entity Identifier None

Principal Office

136 MADISON AVENUE
6TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 8:30 AM - 5:00 PM MONDAY-THURSDAY. 8:30AM TO 3:00 PM ON FRIDAY
Tel: 646-449-7253, Fax: None

Chief Compliance Officer

MARTIN BYRNE
CEO, GENERAL COUNSEL
136 MADISON AVENUE
6TH FLOOR
NEW YORK
NY
United States
Tel: 6464497253
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
BYRNE, MARTIN, ANTHONY Individual CCO/SHAREHOLDER 12/2023 > 75%

No. Employees, Historic

20100201920202021202220232024202515 on 5/22/201911 on 7/11/201912 on 7/26/201912 on 7/26/201912 on 8/9/201912 on 8/27/201912 on 12/9/201913 on 3/30/202013 on 4/24/202014 on 6/12/202014 on 6/30/202014 on 8/31/202014 on 9/9/202014 on 1/8/202115 on 3/31/202115 on 7/7/202115 on 7/16/202114 on 3/31/202214 on 4/12/202213 on 7/29/202213 on 9/15/202213 on 2/14/202313 on 3/31/20239 on 1/19/20249 on 1/19/20248 on 3/28/2024

RAUM, Historic

600M300M02019202020212022202320242025417763061 on 5/22/2019417763061 on 7/11/2019417763061 on 7/26/2019417763061 on 7/26/2019417763061 on 8/9/2019417763061 on 8/27/2019417763061 on 12/9/2019419989371 on 3/30/2020384744795 on 4/24/2020384744795 on 6/12/2020384744795 on 6/30/2020384744795 on 8/31/2020384744795 on 9/9/2020506629928 on 1/8/2021506629928 on 3/31/2021506629928 on 7/7/2021506629928 on 7/16/2021576353764 on 3/31/2022576353764 on 4/12/2022576353764 on 7/29/2022576353764 on 9/15/2022576353764 on 2/14/2023468148435 on 3/31/2023468148435 on 1/19/2024468148435 on 1/19/2024468148435 on 3/28/2024

No. Clients, Historic

1,00050002019202020212022202320242025897 on 5/22/2019897 on 7/11/2019897 on 7/26/2019897 on 7/26/2019897 on 8/9/2019897 on 8/27/2019897 on 12/9/2019886 on 3/30/2020817 on 4/24/2020817 on 6/12/2020817 on 6/30/2020817 on 8/31/2020817 on 9/9/2020886 on 1/8/2021886 on 3/31/2021886 on 7/7/2021886 on 7/16/2021990 on 3/31/2022990 on 4/12/2022990 on 7/29/2022990 on 9/15/2022990 on 2/14/2023755 on 3/31/2023755 on 1/19/2024755 on 1/19/2024755 on 3/28/2024