Parkside Family Office LLC
Firm details
- Headquarters
- ,
- CRD number
- 339242
- Registered since
- December 1, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI94.01%
- Individuals5.99%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Parkside Family Office LLC operates as a small, concentrated family-office-style RIA focused on discretionary portfolio management for individual and family clients. Thefirm charges a percentage-of-AUM fee and lists equities as its clear preference, using exchange-traded instruments as the primary building blocks of client portfolios. Services are oriented to individuals and families and the firm presents itself as a single-office family office adviser rather than a multi-state or institutional consultant. The adviser is not identified as an active ESG investor and does not indicate pension consulting or related-adviser activity.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities61%
- US Government Bonds13%
- Cash & Cash Equivalents13%
- Public Funds/Mutual Funds12%
- State & Local Bonds1%
Contacts
1 of 1
Hans Berkenhoff
ManagerCRD 1732902
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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