{ "crd_number": 325765, "slug": "speyside-equity-advisers-llc-ann-arbor-mi-325765", "primary_business_name": "SPEYSIDE EQUITY ADVISERS LLC", "legal_name": "SPEYSIDE EQUITY ADVISERS LLC", "dbas": [], "city": "Ann Arbor", "state": "MI", "country": "United States", "cbsa_code": "11460", "metro": { "cbsa_code": "11460", "common_name": "Ann Arbor", "msa_name": "Ann Arbor, MI", "path": "/advisors/mi/ann-arbor" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2023-04-28", "years_registered": 3, "period": "2026-10-01", "filing_date": "2026-08-13", "carried_forward": false, "raum_total": 811367311.0, "raum_discretionary": 811367311.0, "raum_non_discretionary": 0.0, "raum_band": "500m_1b", "raum_band_label": "$500 million to $1 billion", "total_employees": 11, "advisory_employees": 11, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 811367311.0, "count": 2 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "MI" ], "websites": [ "https://linkedin.com/company/speyside-equity", "https://speysideequity.com", "https://speysideequityllc.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/325765", "city_as_filed": "ANN ARBOR", "url": "https://advisorcensus.com/firm/speyside-equity-advisers-llc-ann-arbor-mi-325765", "display_name": "Speyside Equity Advisers LLC", "summary": "Speyside Equity Advisers LLC is an SEC-registered investment advisory firm in Ann Arbor, MI, registered since 2023, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 13, 2026.", "citation": "AdvisorCensus. Speyside Equity Advisers LLC (CRD 325765): 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 pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Speyside Equity Advisers LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Speyside Equity Advisers LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees." }, { "q": "Where is Speyside Equity Advisers LLC located?", "a": "Speyside Equity Advisers LLC's principal office is in Ann Arbor, MI, according to its Form ADV." }, { "q": "Is Speyside Equity Advisers LLC registered with the SEC or a state?", "a": "Speyside Equity Advisers LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 325765." }, { "q": "How much does Speyside Equity Advisers LLC manage?", "a": "Speyside Equity Advisers LLC reports $811,367,311 in regulatory assets under management in its Form ADV filing dated August 13, 2026 (100% discretionary)." }, { "q": "How have Speyside Equity Advisers LLC's assets and staff changed since 2023?", "a": "In the Form ADV data for Speyside Equity Advisers LLC: Regulatory assets under management: $622,442,355 in the October 2023 data and $811,367,311 in the October 2026 data, up 30%. Total employees: 3 in October 2023 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Speyside Equity Advisers LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2)." }, { "q": "Does Speyside Equity Advisers 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/325765" }, { "q": "What changed in Speyside Equity Advisers LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 4 to 11. Regulatory assets under management went from $691,413,806 to $811,367,311 (+17%)." } ], "filing_history": [ { "period": "2023-10-01", "regulatory_assets_under_management": 622442355.0, "total_employees": 3, "filing_date": "2023-08-25" }, { "period": "2024-10-01", "regulatory_assets_under_management": 622442355.0, "total_employees": 3, "filing_date": "2024-09-10" }, { "period": "2025-10-01", "regulatory_assets_under_management": 691413806.0, "total_employees": 4, "filing_date": "2025-03-19" }, { "period": "2026-10-01", "regulatory_assets_under_management": 811367311.0, "total_employees": 11, "filing_date": "2026-08-13" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 4 to 11.", "Regulatory assets under management went from $691,413,806 to $811,367,311 (+17%)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/speyside-equity-advisers-llc-ann-arbor-mi-325765.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 2, "fewer_than_5": false, "raum": 811367311.0 } ], "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/325765", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }