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DOCKSIDE PLATFORMS
Legal name: DOCKSIDE LLC
CRD 330606File 801-131643
APPROVED
Custody
Disclosure events
Filing as of Apr 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$9.63B
Top 10% of cohort (national)
Discretionary AUM
$9.12B
Non-discretionary $508.8M
Clients
0
11 accounts
Employees
10
Top 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- May 28, 2025
- Principal office
- 120 FIFTH AVENUE, 11TH FLOOR, NEW YORK, NY, 10011
- Phone
- 917-563-4874
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $9.63B
- Discretionary AUM
- $9.12B
- Non-discretionary AUM
- $508.8M
- Discretionary accounts
- 10
- Non-discretionary accounts
- 1
- Total accounts
- 11
- AUM per client
- —
Clients by type
ADV Item 5DNo client-type detail reported.
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for pooled investment vehicles
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 11- Q11C2
- Q11C4
- Q11C5
- Q11E2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 11 | 0 |
| 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.