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DOCKSIDE PLATFORMS

NEW YORK, NY · CRD 330606 · IAPD ↗ · 917-563-4874

$9.63BRegulatory AUM
3Advisory reps
10Employees
0Clients
n/aPlanning clients
10Private funds
1States
4Disclosures
fundSegment
ApprovedSEC status

Filing changes

57
April 2026 — DOCKSIDE PLATFORMS reported RAUM up 60% ($6.00B -> $9.63B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
July 2025 — DOCKSIDE PLATFORMS reported RAUM up 437% ($1.12B -> $6.00B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
June 2025 — DOCKSIDE PLATFORMS (NEW YORK, NY) is newly SEC-registered with $1.12B RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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