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BRIGHTSIDE PARTNERS

BALTIMORE, MD · CRD 305389 · IAPD ↗ · brightsidepartnersllc.com · (410) 989-7500

$853.1MRegulatory AUM
6Advisory reps
12Employees
0Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2025 — BRIGHTSIDE PARTNERS (BALTIMORE, MD) left the SEC roster (was $853.1M RAUM, 6 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.