BRIGHTSIDE CAPITAL PARTNERS LLC
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
FINTRXOverview
Brightside Capital Partners LLC is a limited liability advisory firm focused on portfolio management for institutional clients. The firm charges fees based on a percentage of assets under management and is structured to serve a single large institutional mandate. Brightside is not positioned as a capital allocator; its stated role is direct advisory and portfolio management rather than running a diversified platform of in-house fund products. The adviser is not an active ESG investor, does not operate as a multi-state adviser, and is not identified as a pension consultant or related adviser. The firm’s regulatory profile shows SEC registration in 2025 and an ownership structure listed as a domestic entity with individual ownership. Classification on filings is unclassified, reflecting a narrow institutional practice rather than broad retail or multi-client retail-facing activity.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other78%
- Exchange Traded Equities16%
- Cash & Cash Equivalents6%
Contacts
2 of 2CHARLES NEWHALL
FounderCRD 3088048
Peter Korzenewski
Director, LegalCRD 8149995
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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