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PARKSIDE INVESTMENTS, LLC
DEERFIELD, IL
(312) 778-7700
SEC #801-108826Total AUM
$1.4B
Employees
7Clients
229Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
570 LAKE COOK ROAD
SUITE 100
DEERFIELD
IL 60015
United States
SUITE 100
DEERFIELD
IL 60015
United States
Operating Hours
8:00AM-4:00PM
Monday - Friday
Monday - Friday
Phone
(312) 778-7700
Financials
Total AUM
$1.4B
Accounts
710Discretionary
$969.9M
Accounts
545Non-Discretionary
$467.7M
Accounts
165
Clients
Individual Clients
51AUM
$20.9M
HNW Individual Clients
149AUM
$889.9M
Pooled Vehicle Clients
2AUM
$42.7M
Charitable Organization Clients
1AUM
$774.8K
Corporation or Business Clients
1AUM
$15.7M
Other Clients
25AUM
$467.7M
Description of Other Clients
NON-DISCRETIONARY
Services
Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
AZFLGAILNYTNTX
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.