Parkside Family Office LLC

Parkside Family Office LLC is a fee-only, registered investment adviser that provides discretionary investment management and personalized investment planning primarily for high‑net‑worth individuals, trusts, and retirement plans, and also states it may serve non‑profit organizations and small businesses. The firm reported approximately $52.4 million in assets under management across 19 client relationships and offers portfolio construction, ongoing account supervision, and referrals to third‑party professionals as needed.

The firm’s investment process blends Modern Portfolio Theory and asset allocation with both passive and active implementation, and it employs a range of analytical methods including fundamental, technical, cyclical, and charting analysis. Portfolios are generally positioned for long‑term holding, with allowance for short‑term trades when opportunities arise, and the adviser manages accounts on a discretionary basis while accommodating reasonable client‑imposed restrictions and conducting quarterly reviews.

Noteworthy features include Parkside’s small client base and single‑advisor structure—Parkside was founded in 2025 and is led by a CFA charterholder with professional experience dating back to 1966—resulting in a relatively concentrated advisor-to-client relationship compared with larger rivals. The firm also highlights work with a mix of client types beyond individuals (including non‑profits and small businesses), explicit proxy‑voting procedures, and the use of institutional custody and services through Schwab, which together differentiate its operating model among similar independent advisers.