BRIGHTSIDE PARTNERS
BRIGHTSIDE ADVISORY PARTNERS, LLC Legal Name
Adviser information for BRIGHTSIDE PARTNERS last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 12 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 364 | $368.5M |
| Non-Discretionary | 122 | $484.6M |
| Total | 486 | $853.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 6 | $393,209 |
| HNW Individuals | 102 | $852.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed feesA PERCENTAGE OF ASSETS ADVISED ON |
Identifiers
| SEC RIA File Number | 801-117479 |
|---|---|
| SEC ERA File Number | 801-117479 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 305389 |
| Legal Entity Identifier | None |
Principal Office
6300 BLAIR HILL LANESUITE 302
BALTIMORE
MD
United States
Monday - Friday, 8:30AM - 5:30PM
Tel: (410) 989-7500, Fax: None
Chief Compliance Officer
RYAN D. POLLARD
MEMBER
6300 BLAIR HILL LANE
SUITE 302
BALTIMORE
MD
United States
Tel:
(410) 803-6348
R*******@************************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KESSENICH, PACE, ROY | Individual | – | MANAGING MEMBER | 11/2019 | 10-25% |
| HOLMES, ABIGAIL, CASO | Individual | – | MEMBER | 11/2019 | 10-25% |
| DANSEGLIO, GREGORY, DENNIS | Individual | – | MEMBER | 11/2019 | 10-25% |
| POLLARD, RYAN, DAVID | Individual | – | MEMBER AND CHIEF COMPLIANCE OFFICER | 11/2019 | 10-25% |
| DALY, NICHOLAS, RIGGS | Individual | – | MEMBER | 11/2019 | 10-25% |
| Cooke, Jeffrey, Ryan | Individual | – | MEMBER | 11/2019 | 10-25% |
| Bakewell, Justin, C. | Individual | – | MEMBER | 08/2020 | < 5% |
| WATSON, LAUREN, POE | Individual | – | MEMBER | 05/2023 | < 5% |