RIGHT SIDE CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2023
Total AUM
$347M
Discretionary
$347M
100% of AUM
Avg account
$34.7M
Accounts
10
Employees
12
Advisory reps
3

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
166062
Registered since
July 26, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Right Side Capital Management, LLC is a limited liability company that operates as a manager of pooled venture capital vehicles. The firm is SEC-registered (2023) and owned by an individual owner. Its client base is institutional, and its core advisory activity is portfolio management for pooled investment vehicles. Right Side serves in sponsor/GP and related roles for private pooled funds and is registered in roles consistent with acting as a CPO or CTA where applicable. The firm is not described as an active ESG investor and is not positioned as a multi-state allocator or a separate capital allocator; fee arrangements combine a percentage-of-AUM component with performance-based fees.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 3
  • DAVID LAMBERT

    Managing DirectorCRD 6135508

  • JEFFREY POMERANZ

    Managing DirectorCRD 2175979

  • KEVIN DICK

    Managing DirectorCRD 6135510

Wealth teams

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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

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
649 Mission St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth