B.Side Investments LLC

Overview

B.Side Investments LLC is a small, owner-led advisory firm that focuses on discretionary portfolio management for individuals, families and institutional clients. The firm is SEC-registered (2024) and offers a mix of billing approaches — percentage of AUM, fixed fees and performance-based fees — which points to a willingness to manage both traditional advisory accounts and fee arrangements tied to alternative or pooled structures. Advisory activities include portfolio management for individuals and small businesses, management for pooled investment vehicles and portfolios for institutions or businesses. Investment activity favors public fund vehicles for core exposures while preserving the flexibility to use less liquid, higher-return strategies through private placements and hedge funds. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser, reflecting a concentrated, single-office operating model and a targeted client base rather than a national retail footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices