# 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.

- CRD: 166062
- Filed as: RIGHT SIDE CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: May 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/166062
- AdvisorCensus page: https://advisorcensus.com/firm/right-side-capital-management-llc-san-francisco-ca-166062

## Quick answers

**How 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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $346,724,229
- Discretionary: $346,724,229
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 10 | $346,724,229 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 12 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 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. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/166062

### Websites listed on Form ADV (Item 1.I)
- rightsidecapital.com
- LinkedIn @right-side-capital-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | March 31, 2021 |
| October 2022 | Not reported | Not reported | March 31, 2022 |
| October 2023 | $263,443,471 | 7 | June 27, 2023 |
| October 2024 | $271,174,264 | 7 | March 28, 2024 |
| October 2025 | $320,517,076 | 12 | March 31, 2025 |
| October 2026 | $346,724,229 | 12 | May 21, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Right Side Capital Management, LLC (CRD 166062): Form ADV filing data as of October 2026.