Parkside Advisors LLC
CRD 125553SEC# 801-63021Berkeley, CA
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| Name | Title | Ownership | Since |
|---|---|---|---|
| Audrey Ellen Grubman Control | Managing Principal | Under 5% | 1996 |
| Charles Otto Benziger Control | Managing Principal | Under 5% | 2018 |
| Jill Louise Martin Control | Chief Operations Officer And Chief Compliance Officer | Under 5% | 2018 |
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Join to unlock · $37/moFrequently 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
| Address | 2040 Bancroft Way, Suite 300, Berkeley, CA 94704 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$746.5MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$746.5Mregulatory AUM
Discretionary $746.5M