BURNSIDE AND CO.

Overview

Burnside And Co is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves primarily individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Investment activity centers on public equities—chiefly exchange-traded instruments—while the advisory platform also incorporates private placements, direct or fund-based real estate, and corporate debt for qualified clients. Fee arrangements mix asset-based fees and fixed-fee engagements. The firm does not position itself as a multi-state or institutional capital allocator and does not identify as an active ESG investor. Given its client mix and service set, Burnside And Co operates as a boutique, high-touch adviser that blends liquid equity exposures with selective alternative allocations for diversification and yield.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices