AdvisorCensus / Financial advisors / California / San Francisco / Right Side Capital Management, LLC
Right Side Capital Management, LLC is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 21, 2026.
Quick answers
From the filingHow is Right Side Capital Management, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Right Side Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
Where is Right Side Capital Management, LLC located?
Right Side Capital Management, LLC's principal office is in San Francisco, CA, according to its Form ADV.
Is Right Side Capital Management, LLC registered with the SEC or a state?
Right Side Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 166062.
How much does Right Side Capital Management, LLC manage?
Right Side Capital Management, LLC reports $346,724,229 in regulatory assets under management in its Form ADV filing dated May 21, 2026 (100% discretionary).
How have Right Side Capital Management, LLC's assets and staff changed since 2021?
In the Form ADV data for Right Side Capital Management, LLC: Regulatory assets under management: $263,443,471 in the October 2023 data and $346,724,229 in the October 2026 data, up 32%. Total employees: 7 in October 2023 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Right Side Capital Management, LLC serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (10).
Does Right Side Capital Management, LLC report any disciplinary disclosures?
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation) and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/166062
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies. See the firm's brochure (dated May 21, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$346,724,229 as of October 2026, filing dated May 21, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2023 (3 years)
- Employees
- Total: 12. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 112 Reports 2 disclosure items on Form ADV Item 11. View on IAPD.
Questions answered yes on this filing
Regulatory matters Items 11.C to 11.G
- 11.E(2) Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?
- 11.E(4) Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?
Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $346,724,229 | 12 | May 21, 2026 |
| October 2025 | $320,517,076 | 12 | March 31, 2025 |
| October 2024 | $271,174,264 | 7 | March 28, 2024 |
| October 2023 | $263,443,471 | 7 | June 27, 2023 |
| October 2022 | Not reported | Not reported | March 31, 2022 |
| October 2021 | Not reported | Not reported | March 31, 2021 |
Regulatory assets under management: $263,443,471 in the October 2023 data and $346,724,229 in the October 2026 data, up 32%.
Total employees: 7 in October 2023 and 12 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Right Side Capital Management, LLC (CRD 166062): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/right-side-capital-management-llc-san-francisco-ca-166062