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Brightplan LLC

● SEC registered since 2016CRD 283790SEC# 801-108227San Jose, CA
Export (members)
Reg. AUM
—
Employees
50
Accounts
—
Location
San Jose, CA

Brightplan LLC assets under management

Brightplan LLC operates as an SEC-registered investment adviser based in San Jose, CA. The firm has been registered since 2016. It employs 50 people.
www.brightplan.comView on SEC.gov ↗

Brightplan LLC owners & executives

3 reported
NameTitleOwnershipSince
Brightplan Group, Inc. ControlManaging MemberOver 75%2021
Marthin Frederick De Beer ControlCeoUnder 5%2016
Naomi Lynn Kantrowitz ControlCcoUnder 5%2023

Frequently asked questions

How many employees does Brightplan LLC have?

Brightplan LLC reports 50 employees.

Where is Brightplan LLC located?

Brightplan LLC is based in San Jose, CA and has been SEC-registered since 2016.

Does Brightplan LLC disclose fund performance?

Brightplan LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address333 West San Carlos Street, Suite 600, San Jose, CA 95110
Phone408-933-6188
Office hours9a.m.-5p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo