Brightside Capital Partners LLC

RIASEC Registered
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 an institutional registered investment adviser organized as an LLC that focuses on serving institutional clients. The firm is SEC-registered (registered in 2025) and bills advisory fees as a percentage of assets under management. Its primary advisory activity is portfolio management for businesses and other institutional entities. Brightside is not positioned as a capital allocator and does not identify as an active ESG investor. It operates as a single-state adviser and is not described as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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

    Charles Newhall

    FounderCRD 3088048

  • Peter Korzenewski

    Director, LegalCRD 8149995

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth