Brightside Advisory Partners LLC

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

Brightside Advisory Partners LLC ✚
CRD #	305389
SEC #	801-117479
CIK #
AUM
Employees	12 (50% Investors, 0% Brokers)
Phone	410-989-7500
Address	6300 Blair Hill Lane Baltimore, MD 21209
Source	[IAPD] [Website] [LinkedIn]

Total AUM ($M) Copy

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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