Acquisition · Adviser / wealth-management

Brightside Partners

Transaction overview

Status: Reported completed

Announcement date:

Exact closing date not established.

Pitcairn reported the completed acquisition of Brightside Partners on January 29, 2025, alongside the establishment of Pitcairn Wealth Advisors LLC. The announcement identifies the new adviser as the entity that would transition existing client services for Brightside and Pitcairn clients. This supports a participant role for Pitcairn Wealth Advisors, without identifying it as the legal acquirer or stating a separate closing date.

Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.

Source evidence

  1. Pitcairn Acquires Brightside Partners and Launches New RIA ↗

    Pitcairn · Published Jan 29, 2025

    Pitcairn reported the completed acquisition of Brightside Partners on January 29, 2025, alongside the establishment of Pitcairn Wealth Advisors LLC. The announcement identifies the new adviser as the entity that would transition existing client services for Brightside and Pitcairn clients. This supports a participant role for Pitcairn Wealth Advisors, without identifying it as the legal acquirer or stating a separate closing date.