B Side Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
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
167 Old Post Road
Southport CT 06890
Advisors at this office
2
Most active in
Connecticut
Also doing business as
B Side Partners LLC · B Side Partners, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Forms ADV
Advisors at this firm
Laurie S
Series 65
Southport, CT
B Side Partners, LLC
Laurie Stefanowicz is a financial advisor at B Side Partners, LLC with 14 years of industry experience. She holds a Series 65 designation and previously worked at Crestwood Advisors and Catamount Management Group. B Side Partners is a boutique multi-family office serving ultra-high-net-worth individuals, business owners, entrepreneurs, and athletes. The firm offers a combination of wealth management, estate and tax planning, legal and contract services, insurance review, and lifestyle management, operating with a small client base and emphasizing tailored investment policy statements and coordinated advisory services rather than discretionary asset management.
Thomas B
CFP®, Series 63, Series 65
Southport, CT
B Side Partners, LLC
Thomas Blake is a CFP® with 10 years of industry experience. He joined B Side Partners, LLC in 2026 following roles at Pyramid Global, Morgan Stanley Private Bank, and other advisory firms. B Side Partners is a boutique multi-family office serving ultra-high-net-worth families, business owners, entrepreneurs, and athletes, offering family office consulting, investment management, and legal and contract services. The firm customizes investment strategies for each client, combining fundamental, technical, and cyclical analysis, and coordinates with third-party advisers while not maintaining custody of client assets.
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