SEC-Registered Investment Adviser
Parkside Investments, LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated July 31, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- January 3, 2017
- Principal office
- 570 Lake Cook Road, Suite 100, Deerfield, IL 60015
- Organized as
- Limited Liability Company, IL
- Fiscal year end
- December
Scale
- Regulatory AUM
- $1.4B
- Discretionary / non-discretionary
- $969.9M / $467.7M
- Accounts
- 710
- Clients
- 0
- Employees
- 7, 5 in advisory roles
- Private funds advised
- 2
- Private fund gross assets
- $42.7M
- Fund types
- 2 other private funds
- Funds with Form D records
- 2 issuers in AltStreet's ledger, $44.3M reported sold across them
- Client assets in custody
- $429.0M (128 clients)
Business, clients and compensation, as filed
- Advisory activities
- portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients and selection of other advisers
- Compensated by
- a percentage of assets under management and performance-based fees
- Client types
- individuals (other than high net worth) (51); high net worth individuals (149); pooled investment vehicles (2); charitable organizations; corporations or other businesses; other (25)
- Related persons include
- a sponsor, general partner or managing member of pooled investment vehicles
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (July 31, 2026). Item 11 covers the firm and its advisory affiliates.
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.