RIA Intel›Advisers›Connecticut›B SIDE PARTNERS, LLC

B SIDE PARTNERS, LLC

Advisory

SOUTHPORT, CT

Data as of Apr 30, 2026 · Source: SEC Form ADV

Rank in CT

#954

of 1,312 advisers by AUM

Source: SEC Form ADV. Figures as filed Apr 30, 2026.

Total AUM

$62M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$62M

Discretionary AUM$62M

Non-Discretionary AUM$0

Discretionary %—

Total Clients—

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CT

Closest by assets under management. All figures from Form ADV.

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$63M

JOHANSEN GROUP, INC.

WEST HARTFORD, CT

$62M

MOREAU INVESTMENT MANAGEMENT CO

$62M

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