{ "crd_number": 166062, "slug": "right-side-capital-management-llc-san-francisco-ca-166062", "primary_business_name": "RIGHT SIDE CAPITAL MANAGEMENT, LLC", "legal_name": "RIGHT SIDE CAPITAL MANAGEMENT, LLC", "dbas": [], "city": "San Francisco", "state": "CA", "country": "United States", "cbsa_code": "41860", "metro": { "cbsa_code": "41860", "common_name": "San Francisco", "msa_name": "San Francisco-Oakland-Fremont, CA", "path": "/advisors/ca/san-francisco" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2023-07-26", "years_registered": 3, "period": "2026-10-01", "filing_date": "2026-05-21", "carried_forward": false, "raum_total": 346724229.0, "raum_discretionary": 346724229.0, "raum_non_discretionary": 0.0, "raum_band": "100m_500m", "raum_band_label": "$100 million to $500 million", "total_employees": 12, "advisory_employees": 3, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 346724229.0, "count": 10 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 2, "states_registered": [ "CA" ], "websites": [ "https://linkedin.com/company/right-side-capital-management", "https://rightsidecapital.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/166062", "disclosure_items": [ { "item": "11.E(2)", "question": "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?" }, { "item": "11.E(4)", "question": "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?" } ], "city_as_filed": "SAN FRANCISCO", "url": "https://advisorcensus.com/firm/right-side-capital-management-llc-san-francisco-ca-166062", "display_name": "Right Side Capital Management, LLC", "summary": "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.", "citation": "AdvisorCensus. Right Side Capital Management, LLC (CRD 166062): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Right Side Capital Management, LLC compensated?", "a": "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. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Right Side Capital Management, LLC located?", "a": "Right Side Capital Management, LLC's principal office is in San Francisco, CA, according to its Form ADV." }, { "q": "Is Right Side Capital Management, LLC registered with the SEC or a state?", "a": "Right Side Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 166062." }, { "q": "How much does Right Side Capital Management, LLC manage?", "a": "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)." }, { "q": "How have Right Side Capital Management, LLC's assets and staff changed since 2021?", "a": "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." }, { "q": "What types of clients does Right Side Capital Management, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (10)." }, { "q": "Does Right Side Capital Management, LLC report any disciplinary disclosures?", "a": "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" } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": null, "total_employees": null, "filing_date": "2021-03-31" }, { "period": "2022-10-01", "regulatory_assets_under_management": null, "total_employees": null, "filing_date": "2022-03-31" }, { "period": "2023-10-01", "regulatory_assets_under_management": 263443471.0, "total_employees": 7, "filing_date": "2023-06-27" }, { "period": "2024-10-01", "regulatory_assets_under_management": 271174264.0, "total_employees": 7, "filing_date": "2024-03-28" }, { "period": "2025-10-01", "regulatory_assets_under_management": 320517076.0, "total_employees": 12, "filing_date": "2025-03-31" }, { "period": "2026-10-01", "regulatory_assets_under_management": 346724229.0, "total_employees": 12, "filing_date": "2026-05-21" } ], "recent_changes": [], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/right-side-capital-management-llc-san-francisco-ca-166062.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 10, "fewer_than_5": false, "raum": 346724229.0 } ], "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.", "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/166062", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }