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BRIGHTSIDE CAPITAL PARTNERS LLC

LANTANA, FL · CRD 338288 · IAPD ↗ · 410-245-1689

$472.8MRegulatory AUM
12Advisory reps
12Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

63
February 2026 — BRIGHTSIDE CAPITAL PARTNERS LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
68
February 2026 — BRIGHTSIDE CAPITAL PARTNERS LLC grew from 2 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
December 2025 — BRIGHTSIDE CAPITAL PARTNERS LLC (LANTANA, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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