$32.0M Total AUM
$32.0M Disc. AUM
-- 3Y CAGR
2 Employees
125 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Stifel
- Clients
- Retail
- Platforms
- FrontierPioneer momentum +more
- Established Date
- 01-31-2018
- Office Locations
- 1
Office Locations
4141 Banks Stone Drive Raleigh NC
About Other Side Asset Management, LLC
Other Side Asset Management is an independent Raleigh, NC RIA providing private wealth management and income planning with an education-driven, risk-management-focused investment approach. The firm emphasizes integrity, prudence, and transparency and reflects founder Mitchel Krause’s experience across institutional and brokerage platforms. Portfolios are heavily ETF-based, with Charles Schwab as a key custodian.
Team overview
49 AVG AGE
$32.0M AVG AUM / ADVISOR
$256.0K AVG AUM / CLIENT
8.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Accredited Investors
Vector foundation
Asset Classes
Optima Matrix Wave peak
Client Personas
Oak eagle
Custodian
Optima Timber capital Focus Alpha fusion Signal ember Quantum
Investment Themes
Legacy Legacy Vital Capital optima
Investment Vehicles
Delta radial Fusion harbor
Platform
Optima vertex
Services
Bridge Eagle pioneer Signal Atlas timber Harbor crest Vital Optima ridge
Technology
Vital Unison bridge Pathway north Value Wave Foundation bridge
Owner & Executives
MITCHEL CONRAD KRAUSE
Chief Compliance Officer, Founder, MANAGING PRINCIPAL
- CRD
- #2762289
- Ownership
- 75% or more
(719) 596-7989
summit.fusion@alphacapital.com
in linkedin.com/in/quantum-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $32,000,000
Equity - Exchange:
25.6% U.S. Government/Agency:
22.7% Cash:
24.6% Municipal Bonds:
27.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,213,773,747 | 25.6% |
| U.S. Government/Agency | $1,962,994,690 | 22.7% |
| Cash | $2,127,298,210 | 24.6% |
| Municipal Bonds | $2,343,487,054 | 27.1% |
| Total | $8,647,553,701 | 100.0% |