B
B.Side Investments LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$7,232,961
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
14
100% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
14
LowAverage account size
$516,640
About
B.Side Investments provides discretionary and non-discretionary portfolio management and related reporting and company-administration services primarily to high‑net‑worth and ultra‑high‑net‑worth individuals, families, trusts, estates, charitable organizations, and business entities. The firm also advises and may help establish private pooled investment vehicles, and offers advice on a broad set of instruments including foreign‑issuer securities, private placements, currency exchanges, and offshore investment contracts.
BSI employs a multi‑asset, multi‑style, multi‑manager approach, building Investment Policy Statements and combining fundamental and technical analysis to implement both long‑term and short‑term strategies. Portfolios are monitored and rebalanced regularly and the firm may use active techniques — including short sales, options and other derivatives, and margin — as part of implementation.
Compared with typical firms of its size, B.Side’s profile is notable for its significant non‑U.S. client exposure and for working with pooled vehicles and foreign‑registered funds, as well as for assessing performance‑based fees for eligible clients. The firm also applies advisory fees to gross account values when clients use borrowed (margin) funds under a defined positive‑carry condition, and offers services (company management and fund formation support) that are less common among similarly supported advisers.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Private / alternative investments
Concentrated stock management
Fee options
$100,000 - $500,000: 1.10% - 1.50% $500,000 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.90% $3,000,000 - $5,000,000: 0.80% $5,000,000+: 0.50% - 0.75%
Performance fee of up to 20% of net profits for qualified clients with at least $1,100,000 AUM or $2,200,000 net worth; not charged to Maryland residents.
Account minimum: $500,000 Minimum fee: Minimum annual fee is $5,000 and is negotiable. Fee-only: In certain cases, may offer fixed fees ranging from 0.25% to 1.50% of AUM; fixed fees are negotiable and do not exceed 1.50% of AUM.
Most active in
B.Side Investments LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Maryland
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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