SourcingSourcing

PARKSIDE FAMILY OFFICE LLC

A76
CRD 339242·SEC 801-134811
AUM
$52.4M
$25M-$100M
Est. Revenue
$524K
@ 1% on AUM
Est. EBITDA
$157K
@ 30% margin
Est. Deal Value
$1.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PARKSIDE FAMILY OFFICE LLC
CRD
339242
SEC file #
801-134811
EIN
—
DBA names
—

Economics

AUM
$52.4M
AUM band
$25M-$100M
AUM trajectory
—
Client mix
Individuals High Net Worth13
Individuals Other6

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
—
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
parksidefamilyoffice.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BERKENHOFF, HANS, DIETER
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
BERKENHOFF, HANS, DIETER
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
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
PARKSIDEFAMILYOFFICE.COM
Rdap Domain Creation Date
2025-08-25T21:44:03Z
Rdap Firm Age Years
1
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Rdap Domain Expiration Date
2026-08-25T21:44:03Z
Rdap Domain Last Changed
2025-10-29T02:46:16Z
Rdap Nameservers
Ns47.domaincontrol.comNs48.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1732902
Trust Company Affiliate
No

People (1)

1
BERKENHOFF, HANS, DIETER
IAR · Direct Owner · 87.5%
1732902