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Parkside Advisors LLC

CRD 125553SEC# 801-63021Berkeley, CA
Export (members)
No longer SEC-registered. Parkside Advisors LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$746.5M
Employees
9
Accounts
928
Location
Berkeley, CA

Parkside Advisors LLC assets under management

Parkside Advisors LLC is an investment advisory firm registered with the SEC based in Berkeley, CA. It reports $746.5 million in regulatory assets under management and employs 9 people.

Parkside Advisors LLC owners & executives

5 reported
NameTitleOwnershipSince
Audrey Ellen Grubman ControlManaging PrincipalUnder 5%1996
Charles Otto Benziger ControlManaging PrincipalUnder 5%2018
Jill Louise Martin ControlChief Operations Officer And Chief Compliance OfficerUnder 5%2018
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Frequently asked questions

How much does Parkside Advisors LLC manage?

Parkside Advisors LLC reports $746.5 million in regulatory assets under management on its Form ADV.

How many employees does Parkside Advisors LLC have?

Parkside Advisors LLC reports 9 employees.

Where is Parkside Advisors LLC located?

Parkside Advisors LLC is based in Berkeley, CA.

Does Parkside Advisors LLC disclose fund performance?

Parkside Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2040 Bancroft Way, Suite 300, Berkeley, CA 94704
Office hours9:00 a.m. - 5:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$746.5M
Non-discretionary$0
Total (RAUM)$746.5M