Speyside Equity Advisers LLC

RIASEC RegisteredEst. 2023
Total AUM
$811M
Discretionary
$811M
100% of AUM
Avg account
$406M
Accounts
2
Employees
11
Advisory reps
2

Firm details

Headquarters
Ann Arbor, Michigan
CRD number
325765
Registered since
April 28, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Speyside Equity Advisers LLC is an SEC-registered investment adviser organized as a limited liability company that operates as a private equity fund manager for institutional clients. The firm is structured to serve as sponsor, general partner and managing member of pooled investment vehicles and provides portfolio management for those vehicles. Its compensation combines a percentage-of-assets fee with performance-based fees, consistent with traditional private equity economics. The adviser identifies itself as an active ESG investor and reports an ownership structure involving both a domestic entity and an individual.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Eric Wiklendt

    Eric Wiklendt

    Managing DirectorCRD 7715499

  • Nicholas Lardo

    Nicholas Lardo

    Managing DirectorCRD 4006497

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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
101 N Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth