BRIGHTSIDE ADVISORY PARTNERS, LLC
Legal name: BRIGHTSIDE PARTNERS
CRD #305389 SEC #801-117479 BALTIMORE, MD (410) 989-7500
SEC Registered
Total AUM
$853.1M
Discretionary
$368.5M
Employees
12
Clients
101
Accounts
486
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2024 | $853.1M | $368.5M | $484.6M | 12 | 0 |
| Mar 2024 | $853.1M | $368.5M | $484.6M | 12 | 0 |
| Apr 2023 | $747.5M | $333.6M | $413.9M | 14 | 0 |
| Mar 2023 | $747.5M | $333.6M | $413.9M | 14 | 0 |
| Oct 2022 | $691.6M | $375.4M | $316.2M | 11 | 0 |
| Oct 2022 | $691.6M | $375.4M | $316.2M | 11 | 0 |
| Mar 2022 | $691.6M | $375.4M | $316.2M | 11 | 0 |
| Mar 2021 | $344.6M | $344.6M | $0 | 6 | 0 |
| Jul 2020 | $194.3M | $194.3M | $0 | 6 | 0 |
| May 2020 | $194.3M | $194.3M | $0 | 6 | 0 |
| May 2020 | $194.3M | $194.3M | $0 | 6 | 0 |
| Feb 2020 | $194.3M | $194.3M | $0 | 6 | 0 |
| Jan 2020 | $0 | $0 | $0 | 4 | 0 |
| Dec 2019 | $0 | $0 | $0 | 4 | 0 |
| Nov 2019 | $0 | $0 | $0 | 4 | 0 |
| Nov 2019 | $0 | $0 | $0 | 4 | 0 |
| Sep 2019 | $0 | $0 | $0 | 1 | 0 |
| Sep 2019 | $0 | $0 | $0 | 1 | 0 |
DateJul 2024
Total AUM$853.1M
Discretionary$368.5M
Non-Disc.$484.6M
Employees12
Clients0
DateMar 2024
Total AUM$853.1M
Discretionary$368.5M
Non-Disc.$484.6M
Employees12
Clients0
DateApr 2023
Total AUM$747.5M
Discretionary$333.6M
Non-Disc.$413.9M
Employees14
Clients0
DateMar 2023
Total AUM$747.5M
Discretionary$333.6M
Non-Disc.$413.9M
Employees14
Clients0
DateOct 2022
Total AUM$691.6M
Discretionary$375.4M
Non-Disc.$316.2M
Employees11
Clients0
DateOct 2022
Total AUM$691.6M
Discretionary$375.4M
Non-Disc.$316.2M
Employees11
Clients0
DateMar 2022
Total AUM$691.6M
Discretionary$375.4M
Non-Disc.$316.2M
Employees11
Clients0
DateMar 2021
Total AUM$344.6M
Discretionary$344.6M
Non-Disc.$0
Employees6
Clients0
DateJul 2020
Total AUM$194.3M
Discretionary$194.3M
Non-Disc.$0
Employees6
Clients0
DateMay 2020
Total AUM$194.3M
Discretionary$194.3M
Non-Disc.$0
Employees6
Clients0
DateMay 2020
Total AUM$194.3M
Discretionary$194.3M
Non-Disc.$0
Employees6
Clients0
DateFeb 2020
Total AUM$194.3M
Discretionary$194.3M
Non-Disc.$0
Employees6
Clients0
DateJan 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateDec 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateNov 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateNov 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateSep 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0