Parkside Investments, LLC
Firm details
- Headquarters
- Deerfield, Illinois
- CRD number
- 286178
- Registered since
- January 3, 2017
- Website
- www.parksideinv.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI61.9%
- Other32.53%
- Pooled Investment Vehicles2.97%
- Individuals1.45%
- Corporations / Businesses1.09%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Parkside Investments, LLC is an independent, individual-owned registered investment adviser that provides portfolio management to both high-net-worth individuals/families and institutional clients. The firm is SEC-registered (registration year 2017) and operates as a capital allocator, offering discretionary portfolio management, management of pooled investment vehicles, and selection of other advisers. Its fee arrangements include percentage-of-AUM billing and performance-based fees. Parkside does not identify as an active ESG investor and performs sponsor/GP/managing-member roles for pooled vehicles in addition to advisory services.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities85%
- State & Local Bonds7%
- Cash & Cash Equivalents3%
- Investment Grade Corp Bonds2%
- Non-Investment Grade Corp Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 57Active vs passive
$785M in ETFs
86%
$677M
14%
$108M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGSB) | BlackRock | Passive | Short Term Bond | $96.7M | 1,887,573 | 12.32% |
Location
Deerfield, IL
Lake
Location
Deerfield, IL
Headquartered in Deerfield, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Lake
- Address
- 570 Lake Cook Rd
- Time zone
- CT (UTC-6)
- Office locations
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