|
⚲
|
| Brightside Advisory Partners LLC
✚
|
|
|---|---|
| CRD # | 305389 |
| SEC # | 801-117479 |
| CIK # | |
| AUM | $747.5 MM (2023-03-28) |
| Employees | 14 (50% Investors, 0% Brokers) |
| Phone | 410-989-7500 |
| Address | 6300 Blair Hill Lane Baltimore, MD 21209 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9 | 0.5 |
| (b) Individuals (high net worth individuals) | 100 | 747.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 452 | 747.5 |
| By Discretionary | ||
| Discretionary | 344 | 333.6 |
| Non-Discretionary | 108 | 413.9 |
| Total | 452 | 747.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 747.5 | |
| Total | 452 | 747.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Baker Ellis Asset Management LLC
✚
|
WA | 0.8 |
|
Alpine Private Capital LLC
✚
|
MO | 0.7 |
|
Westminster Financial Advisory Corp
✚
|
OH | 0.7 |
|
Bruni J V & Co
✚
|
CO | 0.7 |
|
Fortis Group Advisors LLC
✚
|
NJ | 0.7 |
|
One Wealth Advisors LLC
✚
|
CA | 0.7 |
|
Return on Investment LLC
✚
|
WY | 0.7 |
|
Riverwater Partners LLC
✚
|
WI | 0.7 |
|
Fulcrum Capital LLC
✚
|
WA | 0.7 |
|
Waterloo Capital LP
✚
|
TX | 0.7 |