Brightside Capital Partners LLC

RIASEC RegisteredEst. 2025
Total AUM
$473M
Discretionary
$0
0% of AUM
Avg account
$473M
Accounts
1
Employees
12
Advisory reps
2

Firm details

Headquarters
Lantana, Florida
CRD number
338288
Registered since
September 29, 2025
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM
Client types
  • Corporations / Businesses100%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Brightside Capital Partners LLC is an institutional registered investment adviser organized as a limited liability company. The firm focuses on portfolio management for business and institutional clients and operates under a percentage-of-assets-under-management fee model. Brightside is reported as an SEC-registered adviser (registration year 2025), is not designated as a multi-state adviser, and does not identify as an active ESG investor. The firm is not positioned as a capital allocator and states advisory activity is directed toward institutional portfolio management.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 78%, Exchange Traded Equities 16%, Cash & Cash Equivalents 6%78%
  • Other78%
  • Exchange Traded Equities16%
  • Cash & Cash Equivalents6%

Contacts

2 of 2
  • Charles Newhall

    Charles Newhall

    FounderCRD 3088048

  • Peter Korzenewski

    Director, LegalCRD 8149995

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Lantana, FL

Palm Beach

Location

Lantana, FL

Headquartered in Lantana, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
270 S Ocean Blvd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth