SPEYSIDE EQUITY ADVISERS LLC
Firm details
- Headquarters
- ANN ARBOR, Michigan
- CRD number
- 325765
- Registered since
- April 28, 2023
- Website
- speysideequityllc.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Speyside Equity Advisers LLC is a privately organized investment adviser that focuses on managing pooled private equity vehicles for institutional investors. The firm acts as sponsor, general partner and managing member on those vehicles, taking an active role in fund management and governance. Its advisory mandate centers on private equity and private placement activity rather than public-market portfolio management. Speyside charges a combination of percentage-of-AUM and performance-based fees, and it describes itself as an active ESG investor, integrating environmental, social and governance considerations into investment selection and ongoing monitoring. The firm’s client base is institutional, and its registered activities are limited to managing pooled investment vehicles rather than providing broad retail or pension consulting services.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2NICHOLAS LARDO
Managing DirectorCRD 4006497
Eric Wiklendt
Managing DirectorCRD 7715499
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ANN ARBOR, MI
WASHTENAW
Location
ANN ARBOR, MI
Headquartered in ANN ARBOR, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- WASHTENAW
- Address
- 24 Frank Lloyd Wright Dr
- Time zone
- ET (UTC-5)
- Office locations
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