SIDEPOCKET INCORPORATED

Overview

Sidepocket Incorporated is a small, corporate-structured advisory firm that began SEC registration in 2020 and focuses on portfolio management for individual clients and small businesses. The firm operates on a fee model that includes a percentage of assets under management and fixed-fee arrangements, and it reports fully discretionary management for its client base. It does not identify as an active ESG investor and is not registered as a multi-state adviser. Investment activity centers on publicly available pooled products, with public mutual funds serving as the primary building blocks across client accounts. The firm also lists third‑party hedge funds among the alternative managers it uses, indicating it supplements mutual-fund core holdings with external alternative strategies rather than sourcing direct private investments or running in-house alternatives.

Assets & Accounts

Investments & Alternatives

Location & Offices