Courtside Wealth Partners LLC

Overview

Courtside Wealth Partners LLC is a small, independent registered investment adviser focused on providing financial planning and portfolio management to individuals, families and small businesses. The firm is owned by an individual and charges clients either a percentage of assets under management or fixed fees. Investment activity is centered on packaged public funds rather than bespoke private placements: mutual funds and similar pooled vehicles make up the bulk of client portfolios. Courtside identifies as an active ESG investor, indicating that environmental, social or governance factors are incorporated into manager selection or fund selection across client accounts. The firm does not operate as a capital allocator to private fund managers. Advisory services are delivered at the individual and family level with a practice model that emphasizes discretionary portfolio management. The firm lists an accounting affiliation, suggesting it may coordinate tax or bookkeeping-related matters alongside investment advice.

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Investments & Alternatives

Location & Offices