Parkside Family Office LLC

RIASEC RegisteredEst. 2025
Total AUM
$52.4M
Discretionary
$52.4M
100% of AUM
Avg account
$988K
Accounts
53
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
339242
Registered since
December 1, 2025
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI94.01%
  • Individuals5.99%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Parkside Family Office LLC operates as a small, concentrated family-office-style RIA focused on discretionary portfolio management for individual and family clients. Thefirm charges a percentage-of-AUM fee and lists equities as its clear preference, using exchange-traded instruments as the primary building blocks of client portfolios. Services are oriented to individuals and families and the firm presents itself as a single-office family office adviser rather than a multi-state or institutional consultant. The adviser is not identified as an active ESG investor and does not indicate pension consulting or related-adviser activity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 61%, US Government Bonds 13%, Cash & Cash Equivalents 13%, Public Funds/Mutual Funds 12%, State & Local Bonds 1%61%
  • Exchange Traded Equities61%
  • US Government Bonds13%
  • Cash & Cash Equivalents13%
  • Public Funds/Mutual Funds12%
  • State & Local Bonds1%

Contacts

1 of 1
  • Hans Berkenhoff

    Hans Berkenhoff

    ManagerCRD 1732902

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth