RIA Intel›Advisers›North Carolina›OTHER SIDE ASSET MANAGEMENT, LLC

OTHER SIDE ASSET MANAGEMENT, LLC

Advisory

RALEIGH, NC

Data as of Feb 10, 2026 · Source: SEC Form ADV

Rank in NC

#463

of 516 advisers by AUM

Average account

$152K

across 210 accounts

AUM per adviser

$32M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 10, 2026.

Total AUM

$32M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$32M

Discretionary AUM$32M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients125

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, NC, NJ

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

125 clients

10 high-net-worth

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

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