Bridgelight Capital LLC

BridgeLight Capital LLC provides discretionary investment management and financial planning to individual and high‑net‑worth clients, managing about $136 million across roughly 173 client relationships with a three‑advisor team. Services include customized portfolios built primarily with mutual funds and ETFs, the use of individual securities and options where appropriate, and referrals to independent managers.

The firm’s investment process is grounded in fundamental analysis and is primarily long‑term oriented while permitting shorter‑term trades for rebalancing or client needs; portfolios may include margin and option strategies such as covered call writing and cash‑backed puts. BridgeLight monitors accounts on a continuous basis, may retain legacy holdings when appropriate, and performs oversight of any recommended independent managers.

BridgeLight is the sponsor and portfolio manager of a wrap fee program, an arrangement the firm discloses and operates directly, and it maintains affiliated insurance and real estate entities to which clients may be referred. Certain advisory personnel are licensed to sell insurance and may receive commissions for those sales, and the firm’s disclosure brochure describes policies and disclosures intended to address the potential conflicts arising from these affiliations.