# Speyside Equity Advisers LLC

> 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.

- CRD: 325765
- Filed as: SPEYSIDE EQUITY ADVISERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Ann Arbor, MI
- Filing period: October 2026
- Form ADV filing dated: August 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/325765
- AdvisorCensus page: https://advisorcensus.com/firm/speyside-equity-advisers-llc-ann-arbor-mi-325765

## Quick answers

**How is Speyside Equity Advisers LLC compensated?**
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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Speyside Equity Advisers LLC located?**
Speyside Equity Advisers LLC's principal office is in Ann Arbor, MI, according to its Form ADV.

**Is Speyside Equity Advisers LLC registered with the SEC or a state?**
Speyside Equity Advisers LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 325765.

**How much does Speyside Equity Advisers LLC manage?**
Speyside Equity Advisers LLC reports $811,367,311 in regulatory assets under management in its Form ADV filing dated August 13, 2026 (100% discretionary).

**How have Speyside Equity Advisers LLC's assets and staff changed since 2023?**
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.

**What types of clients does Speyside Equity Advisers LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2).

**Does Speyside Equity Advisers 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/325765

**What changed in Speyside Equity Advisers LLC's recent Form ADV filings?**
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%).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $811,367,311
- Discretionary: $811,367,311
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $811,367,311 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 11 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- speysideequity.com
- speysideequityllc.com
- LinkedIn @speyside-equity

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $622,442,355 | 3 | August 25, 2023 |
| October 2024 | $622,442,355 | 3 | September 10, 2024 |
| October 2025 | $691,413,806 | 4 | March 19, 2025 |
| October 2026 | $811,367,311 | 11 | August 13, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 11.
- Regulatory assets under management went from $691,413,806 to $811,367,311 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Speyside Equity Advisers LLC (CRD 325765): Form ADV filing data as of October 2026.