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B SIDE PARTNERS, LLC
CRD 330652
167 OLD POST ROAD, SOUTHPORT, CT, 06890, United States
Phone
203-307-1090
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$62.3M
Discretionary AUM
$62.3M
Team
3 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4 | $1.7M |
| High net worth individuals | 21 | $60.6M |
Official SEC filing: View on IAPD