BRIGHTPLAN LLC

CRD #283790 SEC #801-108227 SAN JOSE, CA 408-933-6188

SEC Registered

Total AUM

Discretionary

Employees

Clients

Accounts

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 31, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
ARMSTRONG, JEREMY, NIEL	I	CHIEF COMPLIANCE OFFICER	NA
ARMSTRONG, JEREMY, NIEL	I	CHIEF COMPLIANCE OFFICER	NA
ARMSTRONG, JEREMY, NIEL	I	CHIEF COMPLIANCE OFFICER	NA
DARWISH, SAYED, MOHAMMED	I	CHIEF COMPLIANCE OFFICER	NA	Control
DARWISH, SAYED, MOHAMMED	I	CHIEF COMPLIANCE OFFICER	NA	Control
DARWISH, SAYED, MOHAMMED	I	CHIEF COMPLIANCE OFFICER	NA	Control
DARWISH, SAYED, MOHAMMED	I	CHIEF COMPLIANCE OFFICER / CHIEF LEGAL OFFICER	NA	Control
DARWISH, SAYED, MOHAMMED	I	CHIEF COMPLIANCE OFFICER / CHIEF LEGAL OFFICER	NA	Control
DARWISH, SAYED, MOHAMMED	I	CHIEF COMPLIANCE OFFICER / CHIEF LEGAL OFFICER	NA	Control
DARWISH, SAYED, MOHAMMED	I	CHIEF COMPLIANCE OFFICER / CHIEF LEGAL OFFICER	NA	Control
DARWISH, SAYED, MOHAMMED	I	CHIEF COMPLIANCE OFFICER / CHIEF LEGAL OFFICER	NA	Control
DARWISH, SAYED, MOHAMMED	I	CHIEF COMPLIANCE OFFICER / CHIEF LEGAL OFFICER	NA	Control
DE BEER, MARTHIN, FREDERICK	I	CEO	NA	Control
DE BEER, MARTHIN, FREDERICK	I	CEO	NA	Control
DE BEER, MARTHIN, FREDERICK	I	CEO	NA	Control
DE BEER, MARTHIN, FREDERICK	I	CEO	NA	Control
DE BEER, MARTHIN, FREDERICK	I	CEO	NA	Control
DE BEER, MARTHIN, FREDERICK	I	CEO	NA	Control
DE BEER, MARTHIN, FREDERICK	I	CEO	NA	Control
DE BEER, MARTHIN, FREDERICK	I	CEO	NA	Control
DE BEER, MARTHIN, FREDERICK	I	CEO	NA	Control
DE BEER, MARTHIN, FREDERICK	I	CEO	NA	Control
DE BEER, MARTHIN, FREDERICK	I	CEO	NA	Control
DE BEER, MARTHIN, FREDERICK	I	CEO	NA	Control
DE BEER, MARTHIN, FREDERICK	I	CEO	NA	Control
De Beer, Marthin, Frederick	I	CEO	NA	Control
De Beer, Marthin, Frederick	I	CEO	NA	Control
De Beer, Marthin, Frederick	I	CEO	NA	Control
De Beer, Marthin, Frederick	I	CEO	NA	Control
De Beer, Marthin, Frederick	I	CEO	NA	Control
De Beer, Marthin, Frederick	I	CEO	NA	Control
De Beer, Marthin, Frederick	I	CEO	NA	Control
De Beer, Marthin, Frederick	I	CEO	NA	Control
De Beer, Marthin, Frederick	I	CEO	NA	Control
De Beer, Marthin, Frederick	I	CEO	NA	Control
De Beer, Marthin, Frederick	I	CEO	NA	Control
De Beer, Marthin, Frederick	I	CEO	NA	Control
De Beer, Marthin, Frederick	I	CEO	NA	Control
De Beer, Marthin, Frederick	I	CEO	NA	Control
De Beer, Marthin, Frederick	I	CEO	NA	Control
De Beer, Marthin, Frederick	I	CEO	NA	Control
De Beer, Marthin, Frederick	I	CEO AND CCO	NA	Control
De Beer, Marthin, Frederick	I	CEO	NA	Control
KANTROWITZ, NAOMI, LYNN	I	CCO	NA	Control
KANTROWITZ, NAOMI, LYNN	I	CCO	NA	Control
KANTROWITZ, NAOMI, LYNN	I	CCO	NA	Control
KANTROWITZ, NAOMI, LYNN	I	CCO	NA	Control
KANTROWITZ, NAOMI, LYNN	I	CCO	NA	Control
KANTROWITZ, NAOMI, LYNN	I	CCO	NA	Control
Kisch, Michael, Christopher	I	COO	NA	Control
Kisch, Michael, Christopher	I	COO	NA	Control
Kisch, Michael, Christopher	I	COO	NA	Control
MILLS, MICHAEL, THOMAS	I	CCO AND CLO	NA	Control
MILLS, MICHAEL, THOMAS	I	CCO AND CLO	NA	Control
MILLS, MICHAEL, THOMAS	I	CCO AND CLO	NA	Control
MILLS, MICHAEL, THOMAS	I	CCO AND CLO	NA	Control
MILLS, MICHAEL, THOMAS	I	CCO AND CLO	NA	Control
MILLS, MICHAEL, THOMAS	I	CCO AND CLO	NA	Control
MILLS, MICHAEL, THOMAS	I	CCO AND CLO	NA	Control
SCHLEIFER, JUSTIN, HAYES	I	CHIEF COMPLIANCE OFFICER	NA
SCHLEIFER, JUSTIN, HAYES	I	CHIEF COMPLIANCE OFFICER	NA
SCHLEIFER, JUSTIN, HAYES	I	CHIEF COMPLIANCE OFFICER	NA
SCHLEIFER, JUSTIN, HAYES	I	CHIEF COMPLIANCE OFFICER	NA
SCHLEIFER, JUSTIN, HAYES	I	CHIEF COMPLIANCE OFFICER	NA
WOODS, MICHAEL, H	I	CHIEF INVESTMENT OFFICER	NA	Control
WOODS, MICHAEL, H	I	CHIEF INVESTMENT OFFICER	NA	Control
WOODS, MICHAEL, H	I	CHIEF INVESTMENT OFFICER	NA	Control
WOODS, MICHAEL, H	I	CHIEF INVESTMENT OFFICER	NA	Control
WOODS, MICHAEL, H	I	CHIEF INVESTMENT OFFICER	NA	Control
BRIGHTPLAN GROUP, INC.	DE	MANAGING MEMBER	E	Control
BRIGHTPLAN GROUP, INC.	DE	MANAGING MEMBER	E	Control
BRIGHTPLAN GROUP, INC.	DE	MANAGING MEMBER	E	Control
BRIGHTPLAN GROUP, INC.	DE	MANAGING MEMBER	E	Control
BRIGHTPLAN GROUP, INC.	DE	MANAGING MEMBER	E	Control
BRIGHTPLAN GROUP, INC.	DE	MANAGING MEMBER	E	Control
BRIGHTPLAN GROUP, INC.	DE	MANAGING MEMBER	E	Control
BRIGHTPLAN GROUP, INC.	DE	MANAGING MEMBER	E	Control
BRIGHTPLAN GROUP, INC.	DE	MANAGING MEMBER	E	Control
BRIGHTPLAN GROUP, INC.	DE	MANAGING MEMBER	E	Control
BRIGHTPLAN GROUP, INC.	DE	MANAGING MEMBER	E	Control
PRUMENTUM GROUP INC.	DE	MANAGING MEMBER	E	Control
PRUMENTUM GROUP INC.	DE	MANAGING MEMBER	E	Control
PRUMENTUM GROUP INC.	DE	MANAGING MEMBER	E	Control
PRUMENTUM GROUP INC.	DE	MANAGING MEMBER	E	Control
PRUMENTUM GROUP INC.	DE	MANAGING MEMBER	E	Control
PRUMENTUM GROUP INC.	DE	MANAGING MEMBER	E	Control
PRUMENTUM GROUP INC.	DE	MANAGING MEMBER	E	Control
PRUMENTUM GROUP INC.	DE	MANAGING MEMBER	E	Control
PRUMENTUM GROUP INC.	DE	MANAGING MEMBER	E	Control
PRUMENTUM GROUP INC.	DE	MANAGING MEMBER	E	Control
PRUMENTUM GROUP INC.	DE	MANAGING MEMBER	E	Control
PRUMENTUM GROUP INC.	DE	MANAGING MEMBER	E	Control
PRUMENTUM GROUP INC.	DE	MANAGING MEMBER	E	Control
PRUMENTUM GROUP INC.	DE	MANAGING MEMBER	E	Control
PRUMENTUM GROUP INC.	DE	MANAGING MEMBER	E	Control
PRUMENTUM GROUP INC.	DE	MANAGING MEMBER	E	Control
AWAKEN PARTNERS, LLC	DE	MEMBER	C
AWAKEN PARTNERS, LLC	DE	MEMBER	C
AWAKEN PARTNERS, LLC	DE	MEMBER	C
AWAKEN PARTNERS, LLC	DE	MEMBER	C
COCO PARTNERS, LLC	DE	MEMBER	C
COCO PARTNERS, LLC	DE	MEMBER	C
COCO PARTNERS, LLC	DE	MEMBER	C
COCO PARTNERS, LLC	DE	MEMBER	C
PRUMENTUM GROUP INC.	DE	MANAGING MEMBER	C	Control
PRUMENTUM GROUP INC.	DE	MANAGING MEMBER	C	Control
PRUMENTUM GROUP INC.	DE	MANAGING MEMBER	C	Control
PRUMENTUM GROUP INC.	DE	MANAGING MEMBER	C	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
GATEWAY ADVISORS INC.	DE	COCO PARTNERS, LLC	F
GATEWAY ADVISORS INC.	DE	COCO PARTNERS, LLC	F
GATEWAY ADVISORS INC.	DE	COCO PARTNERS, LLC	F
GATEWAY ADVISORS INC.	DE	COCO PARTNERS, LLC	F
GATEWAY ADVISORS INC.	DE	COCO PARTNERS, LLC	F
GATEWAY ADVISORS INC.	DE	COCO PARTNERS, LLC	F
GATEWAY ADVISORS INC.	DE	COCO PARTNERS, LLC	F
GATEWAY ADVISORS INC.	DE	COCO PARTNERS, LLC	F
GATEWAY ADVISORS INC.	DE	COCO PARTNERS, LLC	F
GATEWAY ADVISORS INC.	DE	COCO PARTNERS, LLC	F
GATEWAY ADVISORS INC.	DE	COCO PARTNERS, LLC	F
GATEWAY ADVISORS INC.	DE	COCO PARTNERS, LLC	F
GATEWAY ADVISORS INC.	DE	COCO PARTNERS, LLC	F
GATEWAY ADVISORS INC.	DE	COCO PARTNERS, LLC	F
GATEWAY ADVISORS INC.	DE	COCO PARTNERS, LLC	F
GATEWAY ADVISORS INC.	DE	COCO PARTNERS, LLC	F
GATEWAY ADVISORS INC.	DE	COCO PARTNERS, LLC	F
GATEWAY ADVISORS INC.	DE	COCO PARTNERS, LLC	F
GATEWAY ADVISORS INC.	DE	COCO PARTNERS, LLC	F
GATEWAY ADVISORS INC.	DE	COCO PARTNERS, LLC	F
GATEWAY ADVISORS INC.	DE	COCO PARTNERS, LLC	F
GATEWAY ADVISORS INC.	DE	COCO PARTNERS, LLC	F
GATEWAY ADVISORS INC.	DE	COCO PARTNERS, LLC	F
GATEWAY ADVISORS INC.	DE	COCO PARTNERS, LLC	F
GATEWAY ADVISORS INC.	DE	COCO PARTNERS, LLC	F
WALLACE, ROBERT, MARTIN	I	GATEWAY ADVISORS INC.	F
WALLACE, ROBERT, MARTIN	I	GATEWAY ADVISORS INC.	F
WALLACE, ROBERT, MARTIN	I	GATEWAY ADVISORS INC.	F
WALLACE, ROBERT, MARTIN	I	GATEWAY ADVISORS INC.	F
WALLACE, ROBERT, MARTIN	I	GATEWAY ADVISORS INC.	F
WALLACE, ROBERT, MARTIN	I	GATEWAY ADVISORS INC.	F
WALLACE, ROBERT, MARTIN	I	GATEWAY ADVISORS INC.	F
WALLACE, ROBERT, MARTIN	I	GATEWAY ADVISORS INC.	F
WALLACE, ROBERT, MARTIN	I	GATEWAY ADVISORS INC.	F
WALLACE, ROBERT, MARTIN	I	GATEWAY ADVISORS INC.	F
WALLACE, ROBERT, MARTIN	I	GATEWAY ADVISORS INC.	F
WALLACE, ROBERT, MARTIN	I	GATEWAY ADVISORS INC.	F
WALLACE, ROBERT, MARTIN	I	GATEWAY ADVISORS INC.	F
WALLACE, ROBERT, MARTIN	I	GATEWAY ADVISORS INC.	F
WALLACE, ROBERT, MARTIN	I	GATEWAY ADVISORS INC.	F
WALLACE, ROBERT, MARTIN	I	GATEWAY ADVISORS INC.	F
WALLACE, ROBERT, MARTIN	I	GATEWAY ADVISORS INC.	F
WALLACE, ROBERT, MARTIN	I	GATEWAY ADVISORS INC.	F
WALLACE, ROBERT, MARTIN	I	GATEWAY ADVISORS INC.	F
WALLACE, ROBERT, MARTIN	I	GATEWAY ADVISORS INC.	F
WALLACE, ROBERT, MARTIN	I	GATEWAY ADVISORS INC.	F
WALLACE, ROBERT, MARTIN	I	GATEWAY ADVISORS INC.	F
WALLACE, ROBERT, MARTIN	I	GATEWAY ADVISORS INC.	F
WALLACE, ROBERT, MARTIN	I	GATEWAY ADVISORS INC.	F
WALLACE, ROBERT, MARTIN	I	GATEWAY ADVISORS INC.	F
DE BEER, MARTHIN, FREDERICK	I	GREAT PURPOSES, LLC	E	Control
DE BEER, MARTHIN, FREDERICK	I	GREAT PURPOSES, LLC	E	Control
DE BEER, MARTHIN, FREDERICK	I	GREAT PURPOSES, LLC	E	Control
DE BEER, MARTHIN, FREDERICK	I	GREAT PURPOSES, LLC	E	Control
DE BEER, MARTHIN, FREDERICK	I	GREAT PURPOSES, LLC	E	Control
DE BEER, MARTHIN, FREDERICK	I	GREAT PURPOSES, LLC	E	Control
DE BEER, MARTHIN, FREDERICK	I	GREAT PURPOSES, LLC	E	Control
De Beer, Marthin, Frederick	I	GREAT PURPOSES, LLC	E	Control
De Beer, Marthin, Frederick	I	GREAT PURPOSES, LLC	E	Control
De Beer, Marthin, Frederick	I	GREAT PURPOSES, LLC	E	Control
De Beer, Marthin, Frederick	I	GREAT PURPOSES, LLC	E	Control
De Beer, Marthin, Frederick	I	GREAT PURPOSES, LLC	E	Control
De Beer, Marthin, Frederick	I	GREAT PURPOSES, LLC	E	Control
De Beer, Marthin, Frederick	I	GREAT PURPOSES, LLC	E	Control
De Beer, Marthin, Frederick	I	GREAT PURPOSES, LLC	E	Control
De Beer, Marthin, Frederick	I	GREAT PURPOSES, LLC	E	Control
De Beer, Marthin, Frederick	I	GREAT PURPOSES, LLC	E	Control
De Beer, Marthin, Frederick	I	GREAT PURPOSES, LLC	E	Control
De Beer, Marthin, Frederick	I	GREAT PURPOSES, LLC	E	Control
De Beer, Marthin, Frederick	I	GREAT PURPOSES, LLC	E	Control
De Beer, Marthin, Frederick	I	GREAT PURPOSES, LLC	E	Control
De Beer, Marthin, Frederick	I	GREAT PURPOSES, LLC	E	Control
De Beer, Marthin, Frederick	I	GREAT PURPOSES, LLC	E	Control
De Beer, Marthin, Frederick	I	GREAT PURPOSES, LLC	E	Control
De Beer, Marthin, Frederick	I	GREAT PURPOSES, LLC	E	Control
GREAT PURPOSES LLC	DE	AWAKEN PARTNERS LLC	E
GREAT PURPOSES LLC	DE	AWAKEN PARTNERS LLC	E
GREAT PURPOSES LLC	DE	AWAKEN PARTNERS LLC	E
GREAT PURPOSES LLC	DE	AWAKEN PARTNERS LLC	E
GREAT PURPOSES LLC	DE	AWAKEN PARTNERS LLC	E
GREAT PURPOSES LLC	DE	AWAKEN PARTNERS LLC	E
GREAT PURPOSES LLC	DE	AWAKEN PARTNERS LLC	E
GREAT PURPOSES LLC	DE	AWAKEN PARTNERS LLC	E
GREAT PURPOSES LLC	DE	AWAKEN PARTNERS LLC	E
GREAT PURPOSES LLC	DE	AWAKEN PARTNERS LLC	E
GREAT PURPOSES LLC	DE	AWAKEN PARTNERS LLC	E
GREAT PURPOSES LLC	DE	AWAKEN PARTNERS LLC	E
GREAT PURPOSES LLC	DE	AWAKEN PARTNERS LLC	E
GREAT PURPOSES LLC	DE	AWAKEN PARTNERS LLC	E
GREAT PURPOSES LLC	DE	AWAKEN PARTNERS LLC	E
GREAT PURPOSES LLC	DE	AWAKEN PARTNERS LLC	E
GREAT PURPOSES LLC	DE	AWAKEN PARTNERS LLC	E
GREAT PURPOSES LLC	DE	AWAKEN PARTNERS LLC	E
GREAT PURPOSES LLC	DE	AWAKEN PARTNERS LLC	E
GREAT PURPOSES LLC	DE	AWAKEN PARTNERS LLC	E
GREAT PURPOSES LLC	DE	AWAKEN PARTNERS LLC	E
GREAT PURPOSES LLC	DE	AWAKEN PARTNERS LLC	E
GREAT PURPOSES LLC	DE	AWAKEN PARTNERS LLC	E
GREAT PURPOSES LLC	DE	AWAKEN PARTNERS LLC	E
GREAT PURPOSES LLC	DE	AWAKEN PARTNERS LLC	E
PRUMENTUM GROUP INC.	DE	BRIGHTPLAN GROUP, INC.	E	Control
PRUMENTUM GROUP INC.	DE	BRIGHTPLAN GROUP, INC.	E	Control
PRUMENTUM GROUP INC.	DE	BRIGHTPLAN GROUP, INC.	E	Control
PRUMENTUM GROUP INC.	DE	BRIGHTPLAN GROUP, INC.	E	Control
PRUMENTUM GROUP INC.	DE	BRIGHTPLAN GROUP, INC.	E	Control
AWAKEN PARTNERS, LLC	DE	PRUMENTUM GROUP INC.	C
AWAKEN PARTNERS, LLC	DE	PRUMENTUM GROUP INC.	C
AWAKEN PARTNERS, LLC	DE	PRUMENTUM GROUP INC.	C
AWAKEN PARTNERS, LLC	DE	PRUMENTUM GROUP INC.	C
AWAKEN PARTNERS, LLC	DE	PRUMENTUM GROUP INC.	C
AWAKEN PARTNERS, LLC	DE	PRUMENTUM GROUP INC.	C
AWAKEN PARTNERS, LLC	DE	PRUMENTUM GROUP INC.	C
AWAKEN PARTNERS, LLC	DE	PRUMENTUM GROUP INC.	C
AWAKEN PARTNERS, LLC	DE	PRUMENTUM GROUP INC.	C
AWAKEN PARTNERS, LLC	DE	PRUMENTUM GROUP INC.	C
AWAKEN PARTNERS, LLC	DE	PRUMENTUM GROUP INC.	C
AWAKEN PARTNERS, LLC	DE	PRUMENTUM GROUP INC.	C
AWAKEN PARTNERS, LLC	DE	PRUMENTUM GROUP INC.	C
AWAKEN PARTNERS, LLC	DE	PRUMENTUM GROUP INC.	C
AWAKEN PARTNERS, LLC	DE	PRUMENTUM GROUP INC.	C
AWAKEN PARTNERS, LLC	DE	PRUMENTUM GROUP INC.	C
AWAKEN PARTNERS, LLC	DE	PRUMENTUM GROUP INC.	C
AWAKEN PARTNERS, LLC	DE	PRUMENTUM GROUP INC.	C
AWAKEN PARTNERS, LLC	DE	PRUMENTUM GROUP INC.	C
AWAKEN PARTNERS, LLC	DE	PRUMENTUM GROUP INC.	C
AWAKEN PARTNERS, LLC	DE	PRUMENTUM GROUP INC.	C
COCO PARTNERS, LLC	DE	PRUMENTUM GROUP INC.	C
COCO PARTNERS, LLC	DE	PRUMENTUM GROUP INC.	C
COCO PARTNERS, LLC	DE	PRUMENTUM GROUP INC.	C
COCO PARTNERS, LLC	DE	PRUMENTUM GROUP INC.	C
COCO PARTNERS, LLC	DE	PRUMENTUM GROUP INC.	C
COCO PARTNERS, LLC	DE	PRUMENTUM GROUP INC.	C
COCO PARTNERS, LLC	DE	PRUMENTUM GROUP INC.	C
COCO PARTNERS, LLC	DE	PRUMENTUM GROUP INC.	C
COCO PARTNERS, LLC	DE	PRUMENTUM GROUP INC.	C
COCO PARTNERS, LLC	DE	PRUMENTUM GROUP INC.	C
COCO PARTNERS, LLC	DE	PRUMENTUM GROUP INC.	C
COCO PARTNERS, LLC	DE	PRUMENTUM GROUP INC.	C
COCO PARTNERS, LLC	DE	PRUMENTUM GROUP INC.	C
COCO PARTNERS, LLC	DE	PRUMENTUM GROUP INC.	C
COCO PARTNERS, LLC	DE	PRUMENTUM GROUP INC.	C
COCO PARTNERS, LLC	DE	PRUMENTUM GROUP INC.	C
COCO PARTNERS, LLC	DE	PRUMENTUM GROUP INC.	C
COCO PARTNERS, LLC	DE	PRUMENTUM GROUP INC.	C
COCO PARTNERS, LLC	DE	PRUMENTUM GROUP INC.	C
COCO PARTNERS, LLC	DE	PRUMENTUM GROUP INC.	C
COCO PARTNERS, LLC	DE	PRUMENTUM GROUP INC.	C

Registrations

Federal

Mar 31, 2025 REGISTERED

Notice Filings (47)

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Address

333 WEST SAN CARLOS STREET
SUITE 600
SAN JOSE, CA 95110
United States

Phone: 408-933-6188