SourcingSourcing

SPEYSIDE EQUITY ADVISERS LLC

C29
CRD 325765·SEC 801-127849·ANN ARBOR, MI
AUM
$811.4M
$500M-$1B
Est. Revenue
$8.1M
@ 1% on AUM
Est. EBITDA
$2.4M
@ 30% margin
Est. Deal Value
$19.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SPEYSIDE EQUITY ADVISERS LLC
CRD
325765
SEC file #
801-127849
EIN
931672454
DBA names
—

Economics

AUM
$811.4M
AUM band
$500M-$1B
AUM trajectory
'25'26
$691.4M → $811.4M▲ +17%
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
11
Advisory staff (per ADV)
11
Advisory staff (5-yr trend)
'25'26
4 advisors → 11 advisors▲ +175%
Primary office
ANN ARBOR MI
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
speysideequityllc.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LARDO, NICHOLAS, GRANT
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
LARDO, NICHOLAS, GRANT
SPEYSIDE EQUITY LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SPEYSIDEEQUITYLLC.COM
Rdap Domain Creation Date
2021-06-17T17:25:29Z
Rdap Firm Age Years
5
Rdap Firm Age Band
5-10y
Rdap Registrar
Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001985138
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2023-08-14
Edgar Last Filing Date
2023-08-14
Edgar Form D Count
1
Edgar Form D Offerings
2023-08-142023-08-14 · 0001985138-23-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4141
Soi Zip Pct 200k Plus
0.2
Soi Zip Returns 200k Plus
3,120
Soi Zip Total AGI
2,452,127
Fdic Zip Total Deposits
19,249,622,000
Fdic Zip Branch Count
231
Fdic Zip Top Banks
JPMorgan Chase Bank, National Association
Comerica Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
C/O SPEYSIDE EQUITY ADVISERS LLC24 FRANK LLOYD WRIGHT DRIVE, SUITE H3225ANN ARBOR, MI 48105
Business
C/O SPEYSIDE EQUITY ADVISERS LLC24 FRANK LLOYD WRIGHT DRIVE, SUITE H3225ANN ARBOR, MI 48105
Edgar EIN
931672454
Edgar Recent Filings
D2023-08-14 · 0001985138-23-000002
Fdic Zip Branches Raw
Old Kent Bank - EastAnn Arbor, MI
First of America Bank-Ann ArborAnn Arbor, MI
Fdic Zip HHI
1153.93
Fdic Zip Top Bank Share Pct
23.49
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-06-17T17:25:29Z
Rdap Domain Last Changed
2025-06-16T08:59:58Z
Rdap Nameservers
Ns1.hover.comNs2.hover.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI36,124
Returns3,320
Stub 2
AGI96,315
Returns2,610
Stub 3
AGI110,248
Returns1,770
Soi Zip Total Business Income
74,215
Soi Zip Total Cap Gains
220,578
Soi Zip Total Dividends
111,577
Soi Zip Total Returns
15,600
Top Owner CRD
4006497
Trust Company Affiliate
No

People (2)

2
LARDO, NICHOLAS, GRANT
Direct Owner · 37.5%
4006497
Wiklendt, Eric
Direct Owner · 37.5%
7715499