PARKSIDE ADVISORS LLC
CRD #125553 SEC #801-63021 BERKELEY, CA 510-883-1350
SEC Registered
Total AUM
$746.5M
Discretionary
$746.5M
Employees
9
Clients
101
Accounts
928
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $746.5M | $746.5M | $0 | 9 | 0 |
| Mar 2025 | $746.5M | $746.5M | $0 | 9 | 0 |
| Mar 2024 | $640.4M | $640.4M | $0 | 10 | 0 |
| Sep 2023 | $523.5M | $523.5M | $0 | 9 | 0 |
| Apr 2023 | $523.5M | $523.5M | $0 | 9 | 0 |
| Mar 2023 | $523.5M | $523.5M | $0 | 9 | 0 |
| Jan 2023 | $587.1M | $587.1M | $0 | 8 | 0 |
| Dec 2022 | $587.1M | $587.1M | $0 | 8 | 0 |
| Dec 2022 | $587.1M | $587.1M | $0 | 8 | 0 |
| Mar 2022 | $587.1M | $587.1M | $0 | 8 | 0 |
| May 2021 | $511.5M | $511.5M | $0 | 9 | 0 |
| Mar 2021 | $511.5M | $511.5M | $0 | 9 | 0 |
| Jun 2020 | $461.8M | $461.8M | $0 | 9 | 0 |
| Apr 2020 | $461.8M | $461.8M | $0 | 9 | 0 |
| Mar 2020 | $461.8M | $461.8M | $0 | 9 | 0 |
| Mar 2020 | $461.8M | $461.8M | $0 | 9 | 0 |
| Jul 2019 | $377.7M | $377.7M | $0 | 8 | 0 |
| Mar 2019 | $377.7M | $377.7M | $0 | 10 | 0 |
| Nov 2018 | $374M | $374M | $0 | 9 | 0 |
| Sep 2018 | $374M | $374M | $0 | 9 | 0 |
| Sep 2018 | $374M | $374M | $0 | 9 | 0 |
| Jul 2018 | $374M | $374M | $0 | 8 | 0 |
| Jul 2018 | $374M | $374M | $0 | 8 | 0 |
| Jul 2018 | $374M | $374M | $0 | 8 | 0 |
| Mar 2018 | $374M | $374M | $0 | 8 | 0 |
| Mar 2018 | $374M | $374M | $0 | 8 | 0 |
| Sep 2017 | $301.2M | $301.2M | $0 | 8 | 100 |
| Mar 2017 | $301.2M | $301.2M | $0 | 8 | 100 |
| Jun 2016 | $263.4M | $263.4M | $0 | 8 | 100 |
| May 2016 | $263.4M | $263.4M | $0 | 8 | 100 |
| Mar 2016 | $263.4M | $263.4M | $0 | 7 | 100 |
| Mar 2016 | $257.1M | $257.1M | $0 | 8 | 100 |
| Jan 2016 | $257.1M | $257.1M | $0 | 7 | 100 |
| Aug 2015 | $257.1M | $257.1M | $0 | 8 | 100 |
| Jun 2015 | $257.1M | $257.1M | $0 | 8 | 100 |
| Mar 2015 | $257.1M | $257.1M | $0 | 8 | 100 |
| Mar 2014 | $241.8M | $241.8M | $0 | 8 | 100 |
| Oct 2013 | $188.4M | $188.4M | $0 | 8 | 100 |
| May 2013 | $188.4M | $188.4M | $0 | 8 | 100 |
| Apr 2013 | $188.4M | $188.4M | $0 | 8 | 100 |
| Apr 2013 | $185.3M | $185.3M | $0 | 8 | 100 |
| Mar 2013 | $185.3M | $185.3M | $0 | 8 | 100 |
| Feb 2013 | $180.2M | $180.2M | $0 | 7 | 120 |
| Jan 2013 | $180.2M | $180.2M | $0 | 7 | 120 |
| Oct 2012 | $180.2M | $180.2M | $0 | 6 | 120 |
| Sep 2012 | $180.7M | $180.7M | $0 | 6 | 120 |
| Jul 2012 | $180.7M | $180.7M | $0 | 6 | 120 |
| Jun 2012 | $180.7M | $180.7M | $0 | 6 | 120 |
| May 2012 | $180.7M | $180.7M | $0 | 6 | 120 |
| Apr 2012 | $180.7M | $180.7M | $0 | 6 | 120 |
| Mar 2012 | $180.7M | $180.7M | $0 | 6 | 120 |
| Dec 2011 | $161.5M | $161.5M | $0 | 6 | 101 |
| May 2011 | $161.5M | $161.5M | $0 | 10 | -- |
| Mar 2011 | $161.5M | $161.5M | $0 | 10 | -- |
| Mar 2009 | $102.9M | $102.9M | $0 | 10 | -- |
| Mar 2008 | $119.3M | $119.3M | $0 | 10 | -- |
| May 2007 | $92.3M | $92.3M | $0 | 5 | -- |
| Jan 2007 | $92.3M | $92.3M | $0 | 5 | -- |
| May 2005 | $52.4M | $52.4M | $0 | 5 | -- |
| May 2005 | $52.4M | $52.4M | $0 | 5 | -- |
| Apr 2004 | $39.5M | $39.5M | $0 | 5 | -- |
DateMay 2025
Total AUM$746.5M
Discretionary$746.5M
Non-Disc.$0
Employees9
Clients0
DateMar 2025
Total AUM$746.5M
Discretionary$746.5M
Non-Disc.$0
Employees9
Clients0
DateMar 2024
Total AUM$640.4M
Discretionary$640.4M
Non-Disc.$0
Employees10
Clients0
DateSep 2023
Total AUM$523.5M
Discretionary$523.5M
Non-Disc.$0
Employees9
Clients0
DateApr 2023
Total AUM$523.5M
Discretionary$523.5M
Non-Disc.$0
Employees9
Clients0
DateMar 2023
Total AUM$523.5M
Discretionary$523.5M
Non-Disc.$0
Employees9
Clients0
DateJan 2023
Total AUM$587.1M
Discretionary$587.1M
Non-Disc.$0
Employees8
Clients0
DateDec 2022
Total AUM$587.1M
Discretionary$587.1M
Non-Disc.$0
Employees8
Clients0
DateDec 2022
Total AUM$587.1M
Discretionary$587.1M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$587.1M
Discretionary$587.1M
Non-Disc.$0
Employees8
Clients0
DateMay 2021
Total AUM$511.5M
Discretionary$511.5M
Non-Disc.$0
Employees9
Clients0
DateMar 2021
Total AUM$511.5M
Discretionary$511.5M
Non-Disc.$0
Employees9
Clients0
DateJun 2020
Total AUM$461.8M
Discretionary$461.8M
Non-Disc.$0
Employees9
Clients0
DateApr 2020
Total AUM$461.8M
Discretionary$461.8M
Non-Disc.$0
Employees9
Clients0
DateMar 2020
Total AUM$461.8M
Discretionary$461.8M
Non-Disc.$0
Employees9
Clients0
DateMar 2020
Total AUM$461.8M
Discretionary$461.8M
Non-Disc.$0
Employees9
Clients0
DateJul 2019
Total AUM$377.7M
Discretionary$377.7M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$377.7M
Discretionary$377.7M
Non-Disc.$0
Employees10
Clients0
DateNov 2018
Total AUM$374M
Discretionary$374M
Non-Disc.$0
Employees9
Clients0
DateSep 2018
Total AUM$374M
Discretionary$374M
Non-Disc.$0
Employees9
Clients0
DateSep 2018
Total AUM$374M
Discretionary$374M
Non-Disc.$0
Employees9
Clients0
DateJul 2018
Total AUM$374M
Discretionary$374M
Non-Disc.$0
Employees8
Clients0
DateJul 2018
Total AUM$374M
Discretionary$374M
Non-Disc.$0
Employees8
Clients0
DateJul 2018
Total AUM$374M
Discretionary$374M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$374M
Discretionary$374M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$374M
Discretionary$374M
Non-Disc.$0
Employees8
Clients0
DateSep 2017
Total AUM$301.2M
Discretionary$301.2M
Non-Disc.$0
Employees8
Clients100
DateMar 2017
Total AUM$301.2M
Discretionary$301.2M
Non-Disc.$0
Employees8
Clients100
DateJun 2016
Total AUM$263.4M
Discretionary$263.4M
Non-Disc.$0
Employees8
Clients100
DateMay 2016
Total AUM$263.4M
Discretionary$263.4M
Non-Disc.$0
Employees8
Clients100
DateMar 2016
Total AUM$263.4M
Discretionary$263.4M
Non-Disc.$0
Employees7
Clients100
DateMar 2016
Total AUM$257.1M
Discretionary$257.1M
Non-Disc.$0
Employees8
Clients100
DateJan 2016
Total AUM$257.1M
Discretionary$257.1M
Non-Disc.$0
Employees7
Clients100
DateAug 2015
Total AUM$257.1M
Discretionary$257.1M
Non-Disc.$0
Employees8
Clients100
DateJun 2015
Total AUM$257.1M
Discretionary$257.1M
Non-Disc.$0
Employees8
Clients100
DateMar 2015
Total AUM$257.1M
Discretionary$257.1M
Non-Disc.$0
Employees8
Clients100
DateMar 2014
Total AUM$241.8M
Discretionary$241.8M
Non-Disc.$0
Employees8
Clients100
DateOct 2013
Total AUM$188.4M
Discretionary$188.4M
Non-Disc.$0
Employees8
Clients100
DateMay 2013
Total AUM$188.4M
Discretionary$188.4M
Non-Disc.$0
Employees8
Clients100
DateApr 2013
Total AUM$188.4M
Discretionary$188.4M
Non-Disc.$0
Employees8
Clients100
DateApr 2013
Total AUM$185.3M
Discretionary$185.3M
Non-Disc.$0
Employees8
Clients100
DateMar 2013
Total AUM$185.3M
Discretionary$185.3M
Non-Disc.$0
Employees8
Clients100
DateFeb 2013
Total AUM$180.2M
Discretionary$180.2M
Non-Disc.$0
Employees7
Clients120
DateJan 2013
Total AUM$180.2M
Discretionary$180.2M
Non-Disc.$0
Employees7
Clients120
DateOct 2012
Total AUM$180.2M
Discretionary$180.2M
Non-Disc.$0
Employees6
Clients120
DateSep 2012
Total AUM$180.7M
Discretionary$180.7M
Non-Disc.$0
Employees6
Clients120
DateJul 2012
Total AUM$180.7M
Discretionary$180.7M
Non-Disc.$0
Employees6
Clients120
DateJun 2012
Total AUM$180.7M
Discretionary$180.7M
Non-Disc.$0
Employees6
Clients120
DateMay 2012
Total AUM$180.7M
Discretionary$180.7M
Non-Disc.$0
Employees6
Clients120
DateApr 2012
Total AUM$180.7M
Discretionary$180.7M
Non-Disc.$0
Employees6
Clients120
DateMar 2012
Total AUM$180.7M
Discretionary$180.7M
Non-Disc.$0
Employees6
Clients120
DateDec 2011
Total AUM$161.5M
Discretionary$161.5M
Non-Disc.$0
Employees6
Clients101
DateMay 2011
Total AUM$161.5M
Discretionary$161.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$161.5M
Discretionary$161.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$102.9M
Discretionary$102.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$119.3M
Discretionary$119.3M
Non-Disc.$0
Employees10
Clients--
DateMay 2007
Total AUM$92.3M
Discretionary$92.3M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$92.3M
Discretionary$92.3M
Non-Disc.$0
Employees5
Clients--
DateMay 2005
Total AUM$52.4M
Discretionary$52.4M
Non-Disc.$0
Employees5
Clients--
DateMay 2005
Total AUM$52.4M
Discretionary$52.4M
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$39.5M
Discretionary$39.5M
Non-Disc.$0
Employees5
Clients--