# BRIGHT PORTFOLIOS, LLC

BRIGHT PORTFOLIOS, LLC is a Multi Family Office based in Lee'S Summit, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Lee'S Summit, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** brightportfolios.com
- **LinkedIn:** https://www.linkedin.com/company/brightportfolios

## Regulatory record

- **CRD number:** 288605
- **SEC file number:** 801-131622
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/288605

## About

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.

## Sectors

- Focused Equity
- Diversified Equity
- Fixed Income Ladder
- Diversified Fixed Income

## 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.

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- [HERGES CAPITAL MANAGEMENT](https://altss.com/profile/herges-capital-management)
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Last updated: 2026-07-11T02:17:03.000Z

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