DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Right Side Capital Management, LLC
Latest filing May 21, 2026
First filing on the tape Jun 27, 2023 · 7 filings
SEC status approved since Jul 26, 2023
RAUM
$347M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
12
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
10
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$347M as of May 21, 2026
Mar 28, 2024$271M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 21, 2026
Mar 28, 20240 then
Employees (5.A)12 as of May 21, 2026
Mar 28, 20247 then
Private funds10 as of May 21, 2026
Mar 28, 20247 then
RAUM +8.2% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of May 21, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $34.7MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +8.2%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $347M, 10 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$347M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 10reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $347M for 10 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
8 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Rscm Fund II, L.P. | Venture Capital Fund | $55.3M | 54 | Mar 30, 2018 |
| Rscm Fund III, L.P. | Venture Capital Fund | $54.1M | 62 | Mar 30, 2018 |
| Rscm Fund IV, L.P. | Venture Capital Fund | $52.4M | 99 | Mar 30, 2020 |
| Peregrine Select Fund II, L.P. | Venture Capital Fund | $46.4M | 61 | Mar 31, 2022 |
| Rscm Fund V, L.P. | Venture Capital Fund | $35.4M | 79 | Mar 31, 2022 |
| Peregrine Select Fund I, L.P. | Venture Capital Fund | $16.7M | 36 | Mar 29, 2019 |
| Rscm Angel Fund I, L.P. | Venture Capital Fund | $10.8M | 25 | Mar 30, 2018 |
| Rscm Fund Vi, L.P. | Venture Capital Fund | $6.9M | 68 | Nov 12, 2024 |
Owners and control persons
Schedule A and B, latest filing
- Stewart Kevin Dick · Manager; Membercontrolsince 11/2008 · owns 25% to 50%
- Scott David Lambert · Manager; Member; Chief Compliance Officercontrolsince 11/2008 · owns 10% to 25%
- James Jeffrey Pomeranz · Manager; Membercontrolsince 09/2011 · owns 10% to 25%
Related persons
Schedule D 7.A
- Dbf Gp, LLCbankpooled vehicle sponsorn
- Rscm Angel Fund I Gp, LLCpooled vehicle sponsory
- Rscm Gp, LLCpooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 8 to 10Mar 31, 2025 to Mar 27, 2026
- Pooled vehicle clients · 8 to 10Mar 31, 2025 to Mar 27, 2026
- Assets in custody · $321M to $347MMar 31, 2025 to Mar 27, 2026
- Private funds · 8 to 10Mar 31, 2025 to Mar 27, 2026
- Discretionary RAUM · $321M to $347MMar 31, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $321M to $347MMar 31, 2025 to Mar 27, 2026
- RAUM · $321M to $347MMar 31, 2025 to Mar 27, 2026
- Assets in custody · $272M to $321MNov 12, 2024 to Mar 31, 2025
- Financial planning clients · unset to Nov 12, 2024 to Mar 31, 2025
- Discretionary RAUM · $272M to $321MNov 12, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $272M to $321MNov 12, 2024 to Mar 31, 2025
- RAUM · $272M to $321MNov 12, 2024 to Mar 31, 2025
- Accounts · 7 to 8Mar 28, 2024 to Nov 12, 2024
- Pooled vehicle clients · 7 to 8Mar 28, 2024 to Nov 12, 2024
- Assets in custody · $271M to $272MMar 28, 2024 to Nov 12, 2024
- Employees · 7 to 12Mar 28, 2024 to Nov 12, 2024
- Private funds · 7 to 8Mar 28, 2024 to Nov 12, 2024
- Discretionary RAUM · $271M to $272MMar 28, 2024 to Nov 12, 2024
- Pooled vehicle RAUM · $271M to $272MMar 28, 2024 to Nov 12, 2024
- RAUM · $271M to $272MMar 28, 2024 to Nov 12, 2024
- Assets in custody · $263M to $271MNov 1, 2023 to Mar 28, 2024
- Discretionary RAUM · $263M to $271MNov 1, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $263M to $271MNov 1, 2023 to Mar 28, 2024
- RAUM · $263M to $271MNov 1, 2023 to Mar 28, 2024
- Private funds · 14 to 7Jun 27, 2023 to Nov 1, 2023
Signals
1 dated events
- Right Side Capital Management, Llc filed its initial SEC registration (Form ADV)Jun 27, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Right Side Capital Management, LLC · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/right-side-capital-managementreportedpublic record, Form ADV, Sep 17, 2026
- Website
- RIGHTSIDECAPITAL.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 415-655-4965reportedpublic record, Form ADV, May 21, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026