Brightside Partners

Brightside Advisory Partners, LLC is an SEC-registered investment advisor established in 2019 and owned by Pace R. Kessenich, Ryan D. Pollard, and Justin C. Bakewell. The firm advises on approximately $2.5 billion in Assets Under Advisement, with $853 million in regulatory Assets Under Management, managed on both discretionary and non-discretionary bases. Brightside Partners offers Wealth Advisory and Private Investment Advisory services, providing financial planning, investment advisory, and portfolio management services tailored to each client's needs. The firm primarily allocates client assets among mutual funds, ETFs, and private investments. Clients have discretion over their accounts, with the firm conducting quarterly reviews and providing regular account statements. Fees are based on a percentage of assets under management, with additional hourly fees for specific services. Brightside Partners does not engage in performance-based fees, and clients have the option to direct brokerage transactions. The firm has a Code of Ethics in place and does not compensate for client referrals. Brightside Partners maintains custody of client assets with qualified custodians and has no financial conditions that may impair its commitments to clients.