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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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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

    FounderCRD 3088048

  • Peter Korzenewski

    Director, LegalCRD 8149995

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth