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PARKSIDE INVESTMENTS, LLC
CRD 286178File 801-108826
APPROVED
Retail clients
Custody
Filing as of Jul 31, 2026
Feed vintage Oct 1, 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
- Website
- HTTPS://WWW.PARKSIDEINV.COM
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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 227 | 202 | decreased by25 |
| Apr 1, 2026 | Clients | 225 | 227 | increased by2 |
| Apr 1, 2026 | AUM | $1,301,690,946 | $1,437,643,896 | increased by$135,952,950 |
| Apr 1, 2026 | Accounts | 600 | 710 | increased by110 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 7 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 188 | 225 | increased by37 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,009,664,363 | $1,301,690,946 | increased by$292,026,583 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 551 | 600 | increased by49 |
| Apr 1, 2022 | Clients | 180 | 188 | increased by8 |
| Apr 1, 2022 | AUM | $796,159,419 | $1,009,664,363 | increased by$213,504,944 |
| Apr 1, 2022 | Accounts | 535 | 551 | increased by16 |
| Aug 1, 2021 | Clients | 176 | 180 | increased by4 |
| Aug 1, 2021 | AUM | $706,873,043 | $796,159,419 | increased by$89,286,376 |
| Aug 1, 2021 | Accounts | 512 | 535 | increased by23 |
| May 1, 2021 | Employees | 7 | 8 | increased by1 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PARKSIDE INVESTMENTS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PARKSIDE INVESTMENTS” may also match similarly-named firms). Confirm identity against each filing.
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.