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ROCKSIDE INVESTMENTS LLC

Advisory

CA

Data as of Jun 25, 2026 · Source: SEC Form ADV

Rank in CA
#4,502
of 5,480 advisers by AUM
Average account
$697K
across 19 accounts
AUM per adviser
$13M
1 adviser

Source: SEC Form ADV. Figures as filed Jun 25, 2026.

Total AUM
$13M
Discretionary %
100%
Clients
14
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$13M
Discretionary AUM$13M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients14
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, LA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

THE FOUNDATION WEALTH MANAGEMENT, LLC
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$13M
+10.0% 1Y
FUNDAMENTAL INVESTMENT ADVISORS, LLC
SAN FRANCISCO, CA
$13M
0.0% 1Y
PALO SECO, LLC
$13M
ARTIS CAPITAL MANAGEMENT, L.P.
SAN FRANCISCO, CA
$13M
-49.2% 1Y
INTEGRATED CAPITAL MANAGEMENT, INC
CARSON, CA
$13M

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