{
  "crd_number": 286178,
  "slug": "parkside-investments-llc-deerfield-il-286178",
  "primary_business_name": "PARKSIDE INVESTMENTS, LLC",
  "legal_name": "PARKSIDE INVESTMENTS, LLC",
  "dbas": [],
  "city": "Deerfield",
  "state": "IL",
  "country": "United States",
  "cbsa_code": "16980",
  "metro": {
    "cbsa_code": "16980",
    "common_name": "Chicago",
    "msa_name": "Chicago-Naperville-Elgin, IL-IN",
    "path": "/advisors/il/chicago"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-01-03",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-07-31",
  "carried_forward": false,
  "raum_total": 1437643896.0,
  "raum_discretionary": 969928870.0,
  "raum_non_discretionary": 467715026.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 7,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 467715026.0,
      "count": 25,
      "description": "NON-DISCRETIONARY"
    },
    "charitable": {
      "raum": 774760.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 20860624.0,
      "count": 51
    },
    "high_net_worth_individuals": {
      "raum": 889945021.0,
      "count": 149
    },
    "pooled_investment_vehicles": {
      "raum": 42659633.0,
      "count": 2
    },
    "corporations_other_businesses": {
      "raum": 15688832.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "FL",
    "GA",
    "IL",
    "NY",
    "TN",
    "TX"
  ],
  "websites": [
    "https://linkedin.com/company/parkside-invest",
    "https://open.spotify.com/show/3MlhMrom2rJxGVBFwfYaWv?dl_branch=1&si=26wN3LKoQ4yva2BREsxZRA",
    "https://parksideinv.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/286178",
  "city_as_filed": "DEERFIELD",
  "url": "https://advisorcensus.com/firm/parkside-investments-llc-deerfield-il-286178",
  "display_name": "Parkside Investments, LLC",
  "summary": "Parkside Investments, LLC is an SEC-registered investment advisory firm in Deerfield, IL, registered since 2017, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 31, 2026.",
  "citation": "AdvisorCensus. Parkside Investments, LLC (CRD 286178): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Parkside Investments, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Parkside Investments, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "Where is Parkside Investments, LLC located?",
      "a": "Parkside Investments, LLC's principal office is in Deerfield, IL, according to its Form ADV."
    },
    {
      "q": "Is Parkside Investments, LLC registered with the SEC or a state?",
      "a": "Parkside Investments, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 286178."
    },
    {
      "q": "How much does Parkside Investments, LLC manage?",
      "a": "Parkside Investments, LLC reports $1,437,643,896 in regulatory assets under management in its Form ADV filing dated July 31, 2026 (67% discretionary)."
    },
    {
      "q": "How have Parkside Investments, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Parkside Investments, LLC: Regulatory assets under management: $796,159,419 in the October 2021 data and $1,437,643,896 in the October 2026 data, up 81%. Total employees: 8 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Parkside Investments, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (149); individuals (other than high net worth individuals) (51); other (25)."
    },
    {
      "q": "Which custodians does Parkside Investments, LLC use?",
      "a": "Parkside Investments, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Parkside Investments, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/286178"
    },
    {
      "q": "Does Parkside Investments, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated July 31, 2026 says: \"In general, Parkside’s minimum relationship size is $2,000,000 for a separately managed account.\""
    },
    {
      "q": "What changed in Parkside Investments, LLC's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 796159419.0,
      "total_employees": 8,
      "filing_date": "2021-07-13"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1009664363.0,
      "total_employees": 8,
      "filing_date": "2022-09-07"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 914344425.0,
      "total_employees": 7,
      "filing_date": "2023-07-21"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1162779128.0,
      "total_employees": 7,
      "filing_date": "2024-03-21"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1301690946.0,
      "total_employees": 7,
      "filing_date": "2025-03-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1437643896.0,
      "total_employees": 7,
      "filing_date": "2026-07-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Registered or notice-filed in GA."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $1,301,690,946 to $1,437,643,896 (+10%).",
        "Registered or notice-filed in NY."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$2,000,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $2,000,000"
        ],
        "quotes": [
          "In general, Parkside’s minimum relationship size is $2,000,000 for a separately managed account."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 2000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "In general, Parkside’s minimum relationship size is $2,000,000 for a separately managed account."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/parkside-investments-llc-deerfield-il-286178.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 51,
      "fewer_than_5": false,
      "raum": 20860624.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 149,
      "fewer_than_5": false,
      "raum": 889945021.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 42659633.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 774760.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 15688832.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 25,
      "fewer_than_5": false,
      "raum": 467715026.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/286178",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}