B
CRD: 330652
B Side Partners, LLC
Southport, CT, 06890
2033071090
$62.3M Total AUM
$62.3M Disc. AUM
-- 3Y CAGR
3 Employees
25 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2024
- Office Locations
- 1
Office Locations
167 OLD Post Road Southport CT
About B Side Partners, LLC
B Side Partners, LLC is a Southport-based RIA. The firm has been operating for 2 years. Managing $62.3M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Business Succession, Charitable Giving, Estate Planning.
Team overview
47 AVG AGE
$31.1M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
1.4 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
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Asset Classes
Frontier Fusion focus
Client Personas
Vital insight Fusion
Investment Themes
Frontier Vital quantum Foundation meridian
Investment Vehicles
Capital
Services
Glacier Delta radial Optima Vital Harbor Fusion Catalyst Zenith
Owner & Executives
J
James McCarthy Powers
Managing Partner, Principal
- CRD
- --
- Ownership
- 75% or more
(766) 962-7845
ember.timber@deltacapital.com
in linkedin.com/in/vertex-focus
L
LAURIE E STEFANOWICZ
Chief Compliance Officer, Chief Operating Officer, PARTNER
- CRD
- #5595017
- Ownership
- 25% but less than 50%
(741) 525-2526
bridge.bridge@pathwaycapital.com
in linkedin.com/in/vertex-timber
Showing 2 of 2 owners & executives
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T
THOMAS JOHN BLAKE
--
- CRD
- #6334693
(276) 252-9215
vital.delta@pioneercapital.com
in linkedin.com/in/pathway-timber
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $62,268,370 | -- |
| Non-Discretionary | $0 | -- |
| Total | $62,268,370 | -- |
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Separately Managed Accounts
Total SMA Asset: $62,268,370
Equity - Exchange:
15.9% U.S. Government/Agency:
7.1% Municipal Bonds:
21.5% Cash:
11.6% Corporate - Investment Grade:
18.1% Other:
21.0% Public Funds:
4.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $161,607,978 | 15.9% |
| U.S. Government/Agency | $72,164,569 | 7.1% |
| Municipal Bonds | $218,526,511 | 21.5% |
| Cash | $117,902,676 | 11.6% |
| Corporate - Investment Grade | $183,968,830 | 18.1% |
| Other | $213,444,499 | 21.0% |
| Public Funds | $48,787,314 | 4.8% |
| Total | $1,016,402,377 | 100.0% |