B.Side Investments LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$7,232,961
Clients
14
Advisors
1
of 2 employees
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
Expertise
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.
Main office
Doral FL
Advisors at this office
1
Most active in
Florida · Maryland
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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