Other Side Asset Management
Other Side Asset Management is a privately held boutique registered investment adviser in Raleigh, NC that manages Separately Managed Accounts and provides retirement income planning for individual pre-retirees and retirees in the United States, generating revenue through recurring advisory fees on assets under management.
- Company typePrivate
- Founded2002
- HeadquartersRaleigh, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Other Side Asset Management does
Other Side Asset Management, LLC is a privately held boutique registered investment adviser headquartered at 4141 Banks Stone Drive, Raleigh, North Carolina, focused on capital preservation and retirement income planning for individual pre-retirees and retirees in the United States. The firm operates under a single-entity LLC structure domiciled in North Carolina and is led by Mitchel C. Krause, who serves as Managing Principal and Chief Compliance Officer. Its stated client base is approximately 599 households concentrated in the retirement-and-pre-retirement segment; there is no parent company, no external institutional backing, and no public listing. The firm's investment philosophy references a Shoshin (beginner's mind) approach, with capital preservation framed as a discipline rather than a tagline.
The product set is narrow and tightly focused. Core offerings are Separately Managed Accounts (SMAs) executed via in-house discretionary models, a Retirement Income Planning service that maps out income, expenses, taxes, and portfolio behavior across different economic environments, and a defined Investment Approach. Portfolio construction is informed by Hedgeye Risk Management's 'Quad' regime framework — Quad 1 (Goldilocks), Quad 2 (Reflation), Quad 3 (Stagflation), and Quad 4 (Disinflation) — combined with rate-of-change analysis rather than narrative-based forecasting. The firm operates no proprietary trading or data technology platform; it subscribes to third-party risk management frameworks and applies them in-house. A content ecosystem (Monthly & Quarterly Reports, Podcast Library, Video Library, Archive Library) serves as both client education and top-of-funnel marketing, but none of this constitutes a software product in the conventional sense.
Revenue is generated primarily through recurring advisory fees on client assets under management. The firm explicitly states its comprehensive retirement, income, and legacy plans are delivered at no charge, with monetization occurring through the SMA relationship; specific fee schedules are not publicly disclosed. Go-to-market is sales-led and direct: prospective clients are acquired through content marketing (newsletters, podcasts, videos, blog) and converted via a 'Book Now' funnel offering a free comprehensive retirement income planning consultation. The firm operates exclusively within the United States, with no international, enterprise, or institutional segment disclosed, no funding rounds, no M&A activity, and no licensing or partnership relationships in the source material.
Other Side Asset Management firmographics
Firmographics- Name
- Other Side Asset Management
- Legal name
- Other Side Asset Management, LLC
- Website
- https://othersideam.com
- Company type
- Private
- Founded year
- 2002
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Other Side Asset Management is a privately held boutique registered investment adviser in Raleigh, NC that manages Separately Managed Accounts and provides retirement income planning for individual pre-retirees and retirees in the United States, generating revenue through recurring advisory fees on assets under management.
- Ownership category
- akta.pro rank
Other Side Asset Management industry classification
Industry- Product category
- Investment Advisory & Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
- akta.pro secondary industries
- Managed Account Platforms (Separately Managed Accounts / Customized Portfolios) (FSAHAKAC), Retirement Plan Participant Advice & Managed Accounts (FSAEABAF), Estate & Legacy Planning Advisory (FSAEAAAG)
Keywords
Where Other Side Asset Management is headquartered
LocationHeadquarters
- HQ city
- Raleigh
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Other Side Asset Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Investment Advisory Fees: As a registered investment adviser, Other Side Asset Management generates revenue through advisory fees charged on assets under management. The firm offers comprehensive retirement income planning services and manages discretionary models and Separately Managed Accounts for clients. The firm explicitly states they build comprehensive retirement, income, and legacy plans at no cost, suggesting advisory fees are the primary revenue stream from AUM management rather than planning fees.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Other Side Asset Management product offering
Product offeringCore offering
Other Side Asset Management is a boutique registered investment adviser that delivers capital preservation-focused Separately Managed Accounts (SMAs) using in-house discretionary models, alongside comprehensive retirement income and legacy planning services. The firm maps income, expenses, taxes, and portfolio behavior across different economic regimes using the Hedgeye Risk Management Quad framework and targets pre-retirees and retirees seeking fee-mitigated, risk-managed wealth stewardship.
Product overview
Other Side Asset Management is a boutique investment firm offering a unified suite of services centered on capital preservation and retirement planning. The core offering consists of Separately Managed Accounts (discretionary in-house models), Retirement Income Planning, and their Investment Approach philosophy. Supporting content includes Monthly & Quarterly Reports, a Podcast Library, and Video Library. The firm employs the Hedgeye Risk Management framework with its 'Quad' economic regime system and emphasizes 'Shoshin' (beginner's mind) philosophy to guide investment decisions.
Differentiator
Problem solved
Functional benefit
Products and services
- Separately Managed Accounts In-house discretionary investment models delivered through Separately Managed Accounts, focused on capital preservation, risk mitigation, and fee reduction for client portfolios. Targeted at pre-retirees and retirees who want professionally managed, risk-aware portfolio stewardship.
- Retirement Income Planning Comprehensive retirement, income, and legacy planning services that map out income, expenses, taxes, and portfolio behavior across different economic environments. Built at no cost for prospective and existing clients of the firm to inform lifetime income, Social Security optimization, tax efficiency, estate, and long-term care planning decisions.
Companies that use Other Side Asset Management
Customer profileSegments1 record
Ideal customer profiles1 record
Other Side Asset Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Other Side Asset Management partnerships and signals
Strategic signalScale indicators4 records
Recent moves5 records
Expansion highlights2 records
Other Side Asset Management competitors and assessment
Company assessmentBroad incumbents
- Carson Group: RIA platform serving advisors and their clients with retirement income and wealth planning services. Comparable in retirement-focus and planning-led approach; broader in offering advisor support, technology, and corporate services.
- Wealth Enhancement Group: Acquisitive independent RIA platform focused on retirement and mass-affluent households. Comparable target market and planning-led approach, with materially greater scale and a roll-up strategy.
- Fisher Investments: Large independent, fee-based investment manager serving individual and institutional clients with discretionary portfolio management. Comparable in the discretionary model and active risk-managed approach, though targeting HNW clients.
- Edelman Financial Engines: One of the largest independent RIAs in the U.S., with deep focus on retirement plan participants and retiree households. Direct overlap with OSAM's pre-retiree/retiree segment and emphasis on retirement income and tax-efficient withdrawals.
- Mercer Advisors: National RIA specializing in retirement income, tax, and estate planning for households. Direct overlap in target client and service mix, with a comparable focus on coordinated, planning-driven wealth management.
- Mariner Wealth Advisors: National independent RIA offering retirement income planning, estate planning, tax planning, and SMA-based portfolio management. Comparable across OSAM's full service suite but at significantly larger AUM scale.
- Creative Planning: Large independent, fee-only RIA serving individuals and families with comprehensive financial planning, retirement income, and wealth management. Comparable to OSAM in business model (AUM-based fees, planning-led) but operates at materially greater scale and breadth.
Emerging players
- Sanctuary Wealth: Independent advisor-owned wealth platform serving high-net-worth households with comprehensive planning and SMA-style portfolio solutions. Comparable boutique-to-mid-market RIA platform targeting the same advisor/retiree ecosystem.
Others
- Hedgeye Risk Management: Independent investment research firm providing the Quad macro framework and rate-of-change analysis that OSAM explicitly uses in its investment process. A key vendor/strategic dependency rather than a competitor.
Direct peers
- Buckingham Strategic Wealth: Independent, fee-only RIA focused on evidence-based investing and comprehensive financial planning for individuals and retirees. Closely comparable boutique RIA with similar client profile, fiduciary model, and planning-led GTM.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Other Side Asset Management social profiles
Digital presenceOther Side Asset Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Other Side Asset Management leadership team
Management profileNumber of profiles
Profiles1 record
Other Side Asset Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Other Side Asset Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Other Side Asset Management
What does Other Side Asset Management do?
Other Side Asset Management is a boutique registered investment adviser that delivers capital preservation-focused Separately Managed Accounts (SMAs) using in-house discretionary models, alongside comprehensive retirement income and legacy planning services. The firm maps income, expenses, taxes, and portfolio behavior across different economic regimes using the Hedgeye Risk Management Quad framework and targets pre-retirees and retirees seeking fee-mitigated, risk-managed wealth stewardship.
Is Other Side Asset Management a public or private company?
Other Side Asset Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Other Side Asset Management founded?
Other Side Asset Management was founded in 2002. It employs 1 to 10 people.
Where is Other Side Asset Management based?
Other Side Asset Management is headquartered in Raleigh, United States, in the North America region.
How does Other Side Asset Management make money?
One revenue line is on record: investment Advisory Fees.
Who are Other Side Asset Management's main competitors?
Broad incumbents on record are Carson Group, Wealth Enhancement Group, Fisher Investments, Edelman Financial Engines, Mercer Advisors, Mariner Wealth Advisors and Creative Planning. Sanctuary Wealth is listed as an emerging player. Hedgeye Risk Management is listed as an others. Buckingham Strategic Wealth is listed as a direct peer.
Does Other Side Asset Management have an API?
No public API is recorded for Other Side Asset Management.
What industry is Other Side Asset Management in?
Other Side Asset Management's product category is Investment Advisory & Wealth Management. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary), with a secondary code of FSAHAKAC, Managed Account Platforms (Separately Managed Accounts / Customized Portfolios). Its NAICS code is 523940 and its SIC code is 6282.