Multi-Family OfficeRIA · CRD 288605SEC-Registered

Updated:

BRIGHT PORTFOLIOS, LLC

BRIGHT PORTFOLIOS, LLC is an SEC-registered investment adviser in LEE'S SUMMIT, MO, registered since 2024. The firm manages approximately $136 million in...

BRIGHT PORTFOLIOS, LLC

BRIGHT PORTFOLIOS, LLC is an SEC-registered investment adviser in LEE'S SUMMIT, MO, registered since 2024. The firm manages approximately $136 million in regulatory assets. It has 4 employees and 2 investment advisers.

General information

Firm type

Multi Family Office

Year founded

2017

Location

Region

North America

Country

United States

City

Lee'S Summit

Corporate office

New York, NY, United States

Sector focus

Focused EquityDiversified EquityFixed Income LadderDiversified Fixed Income

Frequently asked questions

How does Bright Portfolios source proprietary deal flow?

Bright Portfolios relies on relationships with institutional partners such as private equity and real estate firms. The firm co-invests in deals sourced through these networks, avoiding public deal sourcing platforms.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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