|
⚲
|
| Parkside Family Office LLC
✚
|
|
|---|---|
| CRD # | 339242 |
| SEC # | 801-134811 |
| CIK # | |
| AUM | $52.4 M (2026-03-31) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 425-238-4356 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 3.1 |
| (b) Individuals (high net worth individuals) | 13 | 49.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 53 | 52.4 |
| By Discretionary | ||
| Discretionary | 53 | 52.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 53 | 52.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 52.4 | |
| Total | 53 | 52.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Miano John Christopher
✚
|
NY | 0.1 |
|
Magnifina LLC
✚
|
NY | 0.1 |
|
LT Advisors LLC
✚
|
NY | 0.1 |
|
Visdom Investment Group LLC
✚
|
NY | 0.1 |
|
Legado Wealth Management LLC
✚
|
NY | 0.1 |
|
Summer Creek Wealth Management LLC
✚
|
0.1 | |
|
Sabbia Faro Wealth Management LLC
✚
|
0.1 | |
|
Forte Advisory Services LLC
✚
|
NY | 0.1 |
|
Personal Asset Strategies Inc
✚
|
NY | 0.1 |
|
DV Capital Management LLC
✚
|
0.1 |