AdFi
PI

Parkside Investments, LLC

SEC Registered
Assets Under Management
$1B–$5B
Office Locations
1 office
Total Accounts
710

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPooled VehiclesCharitable OrganizationsCorporationsOther

Leadership

Alan (nmn) Cole
MANAGER, PRESIDENT, AND CHIEF COMPLIANCE OFFICER

Office locations

1 office in 1 state
IL
DeerfieldHQ

Advisors at this firm

5 advisors in the directory

Regulatory & compliance

CRD number
#286178
SEC Number
801-108826
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM / Performance-based
Minimum: $2,000,000
Asset tierAnnual rate
First $2,000,0000.90%
Next $3,000,000 ($2,000,001 - $5,000,000)0.70%
Next $5,000,000 ($5,000,001 - $10,000,000)0.40%
Thereafter0.30%

Data as of July 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Parkside Investments, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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