Brightside Advisory Partners LLC

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Assets, Funds, Holdings

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Brightside Advisory Partners LLC
CRD #305389
SEC #801-117479
CIK #
AUM
Employees 12 (50% Investors, 0% Brokers)
Phone410-989-7500
Address6300 Blair Hill Lane
Baltimore, MD 21209
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
90072054036018002009201420192025
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 6 0.4
(b) Individuals (high net worth individuals) 102 852.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 486 853.1
By Discretionary
Discretionary 364 368.5
Non-Discretionary 122 484.6
Total 486 853.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 853.1
Total 486 853.1
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