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PARKSIDE INVESTMENTS, LLC

DEERFIELD, IL · CRD 286178 · IAPD ↗ · (312) 778-7700

$1.44BRegulatory AUM
5Advisory reps
7Employees
0Clients
0Planning clients
2Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
May 2026 — PARKSIDE INVESTMENTS, LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2026 — PARKSIDE INVESTMENTS, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2024 — PARKSIDE INVESTMENTS, LLC crossed $1B in regulatory AUM ($914.3M -> $1.16B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.