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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

BRIGHTSIDE PARTNERS

BRIGHTSIDE ADVISORY PARTNERS, LLC, CRD 305389

BALTIMORE, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:77c8a749-7840-0a73-e438-b9e58848a558

Data as of Jul 11, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 14
On other graphs: 0
Observed: Sep 11, 2019 to Jul 11, 2024
20 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $853MItem 5.F on the latest filing (2024-07-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $368M
Private client RAUM: $853MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 12
Advisory employees: 6
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 486
Individual clients: 6
High net worth clients: 102
Custody, client assets: $271M
SEC number: 801-117479
CRD: 305389
Filings on the tape: 20
First filed: Sep 11, 2019
Latest filed: Jul 11, 2024
Organised: Limited Liability Company, Delaware
Website: brightsidepartnersllc.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Bakewell, Justin, C.	Member	C	yes	08/2020	Mar 30, 2021	Jul 11, 2024
KESSENICH, PACE, ROY	MANAGING MEMBER	C	yes	11/2019	Nov 12, 2019	Jul 11, 2024
POLLARD, RYAN, DAVID	MEMBER AND CHIEF COMPLIANCE OFFICER	C	yes	11/2019	Nov 12, 2019	Jul 11, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Mclean	Va	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2023	Mar 29, 2024	$853M	$368M	12	6	2	n/a	n/a
2022	Mar 28, 2023	$748M	$334M	14	7	2	n/a	n/a
2021	Mar 30, 2022	$692M	$375M	11	7	1	n/a	n/a
2020	Mar 30, 2021	$345M	$345M	6	6	0	n/a	n/a
2019	Feb 12, 2020	$194M	$194M	6	6	0	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2023	$853M	$748M	14.1%	$345M	35.3%	12	14	1	2

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WMS PARTNERS, LLC	2	Nov 26, 2019	Nov 12, 2019	TOWSON, MD	Team lift out	RIA to new firm	11.8%

Relationships

Controls (3)

← KESSENICH, PACE, ROYOwnerMANAGING MEMBER, ownership code C, individual
Nov 12, 2019 to presentfactForm ADV
← Bakewell, Justin, C.OwnerMEMBER, ownership code C, individual
Mar 30, 2021 to presentfactForm ADV
← POLLARD, RYAN, DAVIDOwnerMEMBER AND CHIEF COMPLIANCE OFFICER, ownership code C, individual
Nov 12, 2019 to presentfactForm ADV

Registered with (4)

← PACE ROY KESSENICHAdvisorregistration: previous registration
Nov 12, 2019 to Mar 27, 2025factForm ADV
← Justin C. BakewellAdvisorregistration: previous registration
Nov 19, 2020 to Mar 6, 2025factForm ADV
← Abigail Caso HolmesAdvisorregistration: previous registration
Nov 12, 2019 to Jun 17, 2024factForm ADV
← LAUREN POE WATSONAdvisorregistration: previous registration
Mar 7, 2022 to Apr 29, 2024factForm ADV

Moved with (1)

← WMS PARTNERS, LLCRegistered adviser2 advisors, team lift out, same day
Nov 26, 2019 to Nov 12, 2019factForm ADV

Dated events

Occurred
May 2, 2025
Left the SEC roster
Brightside Partners no longer on the SEC adviser roster (last listed 2025-03-06, RAUM $853.1M)
Form ADVobserved 4 days ago
$853M
Occurred
Mar 27, 2025
Advisor changed firm
Pace Roy Kessenich left Brightside Partners for Pitcairn (registered 2025-04-04)
Form ADVobserved 4 days ago
Occurred
Mar 6, 2025
Advisor changed firm
Justin C. Bakewell left Brightside Partners for Pitcairn (registered 2025-03-20)
Form ADVobserved 4 days ago
Occurred
Jul 11, 2024
Control person left
Caso Abigail Holmes (Member) no longer on Schedule A of Brightside Partners (listed 2024-03-29, absent 2024-07-11)
Form ADVobserved 4 days ago
Occurred
Jun 17, 2024
Advisor changed firm
Abigail Caso Holmes left Brightside Partners for Cresset Asset Management, Llc (registered 2024-08-27)
Form ADVobserved 4 days ago
Occurred
Apr 29, 2024
Advisor changed firm
Lauren Poe Watson left Brightside Partners for Cresset Asset Management, Llc (registered 2024-06-20)
Form ADVobserved 4 days ago
Occurred
Mar 30, 2022
Regulatory AUM changed
Brightside Partners reported RAUM $691.6M, up 101% from $344.6M (2021-03-30 to 2022-03-30)
Form ADVobserved 4 days ago
$347M
Occurred
Mar 30, 2021
Regulatory AUM changed
Brightside Partners reported RAUM $344.6M, up 77% from $194.3M (2020-07-31 to 2021-03-30)
Form ADVobserved 4 days ago
$150M
Occurred
Mar 30, 2021
Control person joined
C. Justin Bakewell (Member) appeared on Schedule A of Brightside Partners
Form ADVobserved 4 days ago
Occurred
Nov 12, 2019
Control person left
Adam Daniel Bernstein (Chief Compliance Officer) no longer on Schedule A of Brightside Partners (listed 2019-09-12, absent 2019-11-12)
Form ADVobserved 4 days ago
Occurred
Nov 12, 2019
Control person joined
Caso Abigail Holmes (Member) appeared on Schedule A of Brightside Partners
Form ADVobserved 4 days ago
Occurred
Nov 12, 2019
Control person joined
Roy Pace Kessenich (Managing Member) appeared on Schedule A of Brightside Partners
Form ADVobserved 4 days ago
Occurred
Nov 12, 2019
Control person joined
David Ryan Pollard (Member And Chief Compliance Officer) appeared on Schedule A of Brightside Partners
Form ADVobserved 4 days ago
Occurred
Sep 11, 2019
First Form ADV filing
Orioles Wealth Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:77c8a749-7840-0a73-e438-b9e58848a558
First observed: Sep 11, 2019
Last observed: Jul 11, 2024 26 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BRIGHTSIDE PARTNERS

BRIGHTSIDE ADVISORY PARTNERS, LLC, CRD 305389

BALTIMORE, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:77c8a749-7840-0a73-e438-b9e58848a558

Data as of Jul 11, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:06 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Bakewell, Justin, C.

Member

yes

08/2020

Mar 30, 2021

Jul 11, 2024

KESSENICH, PACE, ROY

MANAGING MEMBER

yes

11/2019

Nov 12, 2019

Jul 11, 2024

POLLARD, RYAN, DAVID

MEMBER AND CHIEF COMPLIANCE OFFICER

yes

11/2019

Nov 12, 2019

Jul 11, 2024

City

State

Country

Employees

Also broker-dealer

Mclean

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

Mar 29, 2024

$853M

$368M

n/a

2022

Mar 28, 2023

$748M

$334M

n/a

2021

Mar 30, 2022

$692M

$375M

n/a

2020

Mar 30, 2021

$345M

n/a

2019

Feb 12, 2020

$194M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

$853M

$748M

14.1%

$345M

35.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WMS PARTNERS, LLC

Nov 26, 2019

Nov 12, 2019

TOWSON, MD

Team lift out

RIA to new firm

11.8%