# Parkside Investments, LLC

> 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.

- CRD: 286178
- Filed as: PARKSIDE INVESTMENTS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Deerfield, IL
- Filing period: October 2026
- Form ADV filing dated: July 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/286178
- AdvisorCensus page: https://advisorcensus.com/firm/parkside-investments-llc-deerfield-il-286178

## Quick answers

**How is Parkside Investments, LLC compensated?**
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.

**Where is Parkside Investments, LLC located?**
Parkside Investments, LLC's principal office is in Deerfield, IL, according to its Form ADV.

**Is Parkside Investments, LLC registered with the SEC or a state?**
Parkside Investments, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 286178.

**How much does Parkside Investments, LLC manage?**
Parkside Investments, LLC reports $1,437,643,896 in regulatory assets under management in its Form ADV filing dated July 31, 2026 (67% discretionary).

**How have Parkside Investments, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Parkside Investments, LLC serve?**
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).

**Which custodians does Parkside Investments, LLC use?**
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.

**Does Parkside Investments, LLC report any disciplinary disclosures?**
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

**Does Parkside Investments, LLC state an account minimum?**
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."

**What changed in Parkside Investments, LLC's recent Form ADV filings?**
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated July 31, 2026)

- Account minimum: $2,000,000

> In general, Parkside’s minimum relationship size is $2,000,000 for a separately managed account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,437,643,896
- Discretionary: $969,928,870
- Non-discretionary: $467,715,026

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 51 | $20,860,624 |
| High net worth individuals | 149 | $889,945,021 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $42,659,633 |
| Charitable organizations | Fewer than 5 | $774,760 |
| Corporations or other businesses not listed above | Fewer than 5 | $15,688,832 |
| Other | 25 | $467,715,026 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, FL, GA, IL, NY, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- open.spotify.com/show/3MlhMrom2rJxGVBFwfYaWv
- parksideinv.com
- LinkedIn @parkside-invest

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $796,159,419 | 8 | July 13, 2021 |
| October 2022 | $1,009,664,363 | 8 | September 7, 2022 |
| October 2023 | $914,344,425 | 7 | July 21, 2023 |
| October 2024 | $1,162,779,128 | 7 | March 21, 2024 |
| October 2025 | $1,301,690,946 | 7 | March 26, 2025 |
| October 2026 | $1,437,643,896 | 7 | July 31, 2026 |

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.

## Changes in the filing (last 12 months)

### August 2026
- Updated its list of owners and control persons (Schedule A).

### May 2026
- Registered or notice-filed in GA.

### April 2026
- Regulatory assets under management went from $1,301,690,946 to $1,437,643,896 (+10%).
- Registered or notice-filed in NY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Parkside Investments, LLC (CRD 286178): Form ADV filing data as of October 2026.