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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Bside Investments LLC
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|---|---|
| CRD # | 333952 |
| SEC # | 801-131646 |
| CIK # | |
| AUM | $11.8 M (2025-07-10) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 305-801-2263 |
| Address | 8323 Lake Drive Doral, FL 33166 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 10 | 3.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 3 | 8.0 |
| Total | 13 | 11.8 |
| By Discretionary | ||
| Discretionary | 13 | 11.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 13 | 11.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 11.8 | |
| United States Persons | 0.0 | |
| Total | 13 | 11.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wealthetic LLC
✚
|
CA | 0.0 |
|
St Bernard Asset Management Inc
✚
|
AR | 0.0 |
|
Honeytree Investment Management Ltd
✚
|
0.0 | |
|
Fidelis Capital LLC
✚
|
AL | 0.0 |
|
Private Capital Asset Management LLC
✚
|
CT | 0.0 |
|
Keeley-Teton Advisors LLC
✚
|
IL | 0.0 |
|
Lightcap Financial Group LLC
✚
|
CA | 0.0 |
|
Portfolio Thinktank
✚
|
0.0 | |
|
Omega Advisers LLC
✚
|
0.0 | |
|
Elevate Planners LLC
✚
|
0.0 |