Parkside Investments, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Deerfield, IL. Its latest Form ADV filing, dated April 15, 2026, reports $1.4B in regulatory assets under management, 7 employees, and 710 accounts.
Assets Under Management
$1.4B
Employees
7
Offices
--
Total Clients
227
Primary office
DEERFIELD, IL
570 LAKE COOK ROAD, SUITE 100, DEERFIELD, IL, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 65.6% of total clients.
Top client categories% of clientsClients
1
HNWI
65.6%
149
2
Individuals
22.5%
51
3
NON-DISCRETIONARY
11.0%
25
4
Pooled Investment Vehicles
0.9%
2
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of April 15, 2026
Discretionary67.5%
$970M
67% of total RAUM67.5%
Non-discretionary32.5%
$468M
33% of total RAUM32.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.4B
Total Accounts710
10Y AUM Change+$1.3B (+770.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee32:1
10Y Employee Change+6 (+600.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.