RIA Intel›Advisers›Illinois›PARKSIDE INVESTMENTS, LLC

PARKSIDE INVESTMENTS, LLC

Advisory

N·DEERFIELD, IL

Data as of Jul 31, 2026 · Source: SEC Form ADV

Total AUM

$1.4B

1-Year AUM Growth

+27.2%

3-Year CAGR

+18.0%

Employees

5

Assets Under Management

Total AUM$1.4B

Discretionary AUM$970M

Non-Discretionary AUM$468M

Discretionary %67.5%

Total Clients225

Team

Total Employees5

Investment Advisers7

Employee Growth (1Y)-16.7%

Filing History

Total Filings on Record21

First FilingDec 8, 2016

Latest FilingJul 31, 2026

🔒 Full AUM trend chart and 21 historical filings spanning 10+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PARKSIDE INVESTMENTS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.