RIA Intel›Advisers›Maryland›BRIGHTSIDE ADVISORY PARTNERS, LLC

BRIGHTSIDE ADVISORY PARTNERS, LLC

Advisory

N·BALTIMORE, MD

Data as of Jul 11, 2024 · Source: SEC Form ADV

Total AUM
$853M
1-Year AUM Growth
+14.1%
3-Year CAGR
+31.8%
Employees
6
Assets Under Management
Total AUM$853M
Discretionary AUM$368M
Non-Discretionary AUM$485M
Discretionary %43.2%
Total Clients—
Team
Total Employees6
Investment Advisers12
Employee Growth (1Y)-14.3%
Filing History
Total Filings on Record18
First FilingSep 11, 2019
Latest FilingJul 11, 2024
🔒 Full AUM trend chart and 18 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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