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PARKSIDE INVESTMENTS, LLC
CRD 286178File 801-108826
APPROVED
Retail clients
Custody
Filing as of Jul 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.44B
Above cohort median (national)
Discretionary AUM
$969.9M
Non-discretionary $467.7M
Clients
202
710 accounts
Employees
7
Above cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 3, 2017
- Principal office
- 570 LAKE COOK ROAD, SUITE 100, DEERFIELD, IL, 60015
- Phone
- (312) 778-7700
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.44B
- Discretionary AUM
- $969.9M
- Non-discretionary AUM
- $467.7M
- Discretionary accounts
- 545
- Non-discretionary accounts
- 165
- Total accounts
- 710
- AUM per client
- $7.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $15.7M |
| Charitable organizations | Fewer than 5 | $775K |
| High net worth individuals | 149 | $889.9M |
| Pooled investment vehicles | 2 | $42.7M |
| Individuals (other than high net worth individuals) | 51 | $20.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 227 | 202 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.