SourcingSourcing

BRIGHTSIDE CAPITAL PARTNERS LLC

C42
CRD 338288·SEC 801-134463·LANTANA, FL
AUM
$472.8M
$100M-$500M
Est. Revenue
$4.7M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$11.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BRIGHTSIDE CAPITAL PARTNERS LLC
CRD
338288
SEC file #
801-134463
EIN
—
DBA names
—

Economics

AUM
$472.8M
AUM band
$100M-$500M
AUM trajectory
—
Client mix
Corporations1

Operations

Employees (total)
12
Advisory staff (per ADV)
12
Advisory staff (5-yr trend)
'25'26
2 advisors → 12 advisors▲ +500%
Primary office
LANTANA FL
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Portfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
C. ASHTON NEWHALL REVOCABLE TRUST
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
C. ASHTON NEWHALL REVOCABLE TRUST
Korzenewski, Peter, Jon
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1649
Soi Zip Pct 200k Plus
0.0578
Soi Zip Returns 200k Plus
1,030
Soi Zip Total AGI
2,299,260
Fdic Zip Total Deposits
14,530,937,000
Fdic Zip Branch Count
325
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Seacoast National Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (18)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Fidelity4
E*trade4
Fdic Zip Branches Raw
Barnett Bank of Palm Beach CountyAtlantis, FL
Barnett Bank of Palm Beach CountyLantana, FL
Fdic Zip HHI
566.65
Fdic Zip Top Bank Share Pct
10.67
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI82,324
Returns6,060
Stub 2
AGI173,868
Returns4,800
Stub 3
AGI161,865
Returns2,650
Soi Zip Total Business Income
44,880
Soi Zip Total Cap Gains
611,095
Soi Zip Total Dividends
207,143
Soi Zip Total Returns
17,830
Trust Company Affiliate
No

People (2)

2
Korzenewski, Peter, Jon
Executive Officer · 2.5%
8149995
NEWHALL, CHARLES, ASHTON
Executive Officer · 2.5%
3088048