B
B Side Partners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$62,268,370
Clients
25
84% 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
25
TypicalAverage account size
$2,490,735
About
B Side Partners is a boutique multi-family office that serves individual clients—most notably ultra-high-net-worth families, business owners, entrepreneurs, and athletes—providing family office consulting and investment management. Its services include estate planning and philanthropy support, legal and contract services, tax and insurance planning, and lifestyle management such as guidance on specialty assets and real estate transactions.
The firm tailors an Investment Policy Statement for each client, documenting goals, time horizons, and risk tolerance, and uses a mix of fundamental, technical, and cyclical analysis to inform portfolio decisions; it offers both discretionary and non-discretionary management. B Side Partners also selects and coordinates third‑party advisers, uses a service provider for back‑office and model portfolio support, and recommends Charles Schwab for custody and execution.
What is distinctive about the firm is the incorporation of legal and contract services into its family‑office offering—one principal is a practicing attorney—which is uncommon among supported firms. The firm operates with a very small advisory team and client base while regularly directing clients to specific third‑party managers (including FocusPointSolutions and Coast Bridge Capital) and not maintaining custody of client assets.
Client services
Financial planning
Portfolio management
Consulting
Expertise
Charitable giving & philanthropy
Wealth management
Business ownership considerations
Occupation focus
Founder/Business Owner
Professional Athlete
Fee options
$40,000 to $100,000 per year
$0 - $5 million: 1.00% $5 million - $15 million: 0.80% $15 million - $25 million: 0.70% $25 million - > $25 million: 0.50%
$300 to $800 per hour
Main office location
B Side Partners, LLC
167 Old Post Road
Southport CT 06890, United States
Number of offices
1
Most active in
B Side Partners, LLC has reported serving >5 clients in these states in the last 12 months.
Connecticut
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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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