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 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

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
  • NICHOLAS LARDO

    Managing DirectorCRD 4006497

  • Eric Wiklendt

    Managing DirectorCRD 7715499

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
24 Frank Lloyd Wright Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth