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OUR EXPERTISE
Family Office Advisory
We act as a Family Office, providing all the services that a single-family office might provide. Tailoring our service to the unique needs of each family, our team prioritizes knowing you and your family personally. We seek to understand all the challenges you face as it relates to building portfolios, spending needs, transferring wealth, and managing the intricacies around taxes and risk management.
Brightside strives to help manage all areas of your financial life. Our goal is to not only provide you with stellar advice, service, and access, but to give you back the most important commodity in your life: Time.
Client Breakdown
$2.5 B
in AUA*
48
Average Client Age
Across 10 States
* Per SEC ADV Filing 3/31/24
65 Active Manager Relationships
110+ Managers Actively Monitored
Approved Investments
Private Investment Advisory
Brightside Partners was founded with a focus on creating value by investing in the private markets, specifically in the lower middle market. Our team’s expertise in private markets spans across the firm. We source and perform due diligence, oversee subscription and funding procedures, conduct performance reporting, and advise on asset allocation and cash flow planning to accommodate the complexities of private portfolios.
Our approved investments include fund-of-funds, closed-end funds, open-end funds, co-investments, and direct investments. Brightside Partners’ clients are afforded unique access to private markets, which include lower minimum investment requirements and discounted fees based on our aggregate relationships with investment managers.
Tysons Corner, VA
Baltimore, MD
SmartAsset Top 100 Fastest Growing RIA Firms 2023 rating given by SmartAsset Advisors, LLC, on 9/6/2023, based on its tabulation of data from the ADV filings of certain SEC-registered investment advisers over the period between March 2020 and June 2023. For more information about the rating and methodology, go to https://smartadvisormatch.com/data/fastest-growing-rias-2023. Brightside did not pay a fee to obtain or use this ranking; Brightside paid a nominal fee for the use of the award logo.
Investment News 2023 Fastest-Growing Fee-Only RIA ranking given by Investment News on 11/30/23, based on its tabulation of data from the ADV filings of certain SEC-registered RIA firms over the period between July 2020 and July 2023. For more information about the rating and methodology, go to https://www.investmentnews.com/best-in-wealth/fastest-growing-fee-only-rias. Brightside did not pay a fee to obtain or use this ranking; Brightside paid a nominal fee for the use of the award logo.