Investment adviser · CRD 175021
FIRESIDE CAPITAL ADVISORS INC.
Investment adviser filing (IA)
DALLAS, TX, United States · Form ADV filed Mar 22, 2024
- Regulatory AUM
- $262M Form ADV · Item 5.F
- Client accounts
- 373 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 44 | $149,850,959 | 57.1% |
| Charities | Fewer than 5 | $86,043,648 | 32.8% |
| Individuals | 99 | $26,447,608 | 10.1% |
Filing source
Form ADV 1813502 · Mar 22, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 22, 2024. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Selection of other advisers · Publication of newsletters
Compensation
Percentage of assets · Hourly
Principal office
14785 PRESTON ROAD, SUITE 590DALLAS, TX, 75254, United States
CRD 175021
Filing source
Form ADV 1813502 · Mar 22, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.