B SIDE PARTNERS, LLC

Overview

B Side Partners, LLC is an independent RIA organized as an LLC and owned by an individual. The firm focuses on serving individuals and families, offering financial planning and portfolio management services for individuals and small businesses. Its client-fee arrangements include a percentage-of-AUM model as well as hourly and fixed-fee engagements. The firm is not positioned as a capital allocator and reports it is not an active ESG investor or a multi-state adviser. The firm lists an industry affiliation with an insurance company, which may reflect product or referral relationships rather than in-house insurance underwriting. Advisory activity centers on traditional wealth management work rather than institutional consulting or pension advisory services.

Assets & Accounts

Public Holdings

Investments & Alternatives