ABOUT BRIGHTSIDE PARTNERS

FIRM OVERVIEW

Brightside Partners provides holistic advice to business owners and entrepreneurs, general partners, and families of multigenerational wealth who have a shared passion for private investing. Currently advising on over $2.5 billion* in assets, Brightside was founded with an expertise in private markets and a mission to cultivate deep personal relationships to help our families achieve their goals.

* Per SEC ADV Filing 3/31/24

OUR APPROACH

As fiduciaries we are obligated, both ethically and legally, to place our clients’ interests above our own. This guiding principle drives everything we do. We deeply believe that by helping our clients meet their financial and strategic goals, we will also achieve ours.

WHY BRIGHTSIDE PARTNERS

As a client of Brightside Partners, you will enjoy a heightened level of advice and service married with access to unique private investment opportunities that are scarce in today’s investment industry. We begin with your family’s goals and objectives, across generations, and take full inventory of the resources available to achieve these goals.

Tysons Corner, VA

Baltimore, MD

Privacy Policy

Disclosures

Customer Relationship Summary

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.