$1.4B Total AUM
$969.9M Disc. AUM
10.4% 3Y CAGR
7 Employees
227 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Atlas alphaTimber vital
- Established Date
- 01-03-2017
- Office Locations
- 1
Office Locations
570 Lake Cook Road Suite 100 Deerfield IL
About Parkside Investments, LLC
Parkside Investments is an independent boutique investment manager serving individuals and multi-generational families. The team builds customized, long-term portfolios informed by independent research and disciplined risk/reward balancing, and coordinates with clients’ estate and tax professionals for comprehensive planning. A distinctive focus is mentoring younger family members to build financial literacy and prepare for wealth transitions.
Team overview
53 AVG AGE
$287.5M AVG AUM / ADVISOR
$6.3M AVG AUM / CLIENT
8.3 yrs AVG TENURE
7 Employees
5 Advisory Reps
5 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Beacon horizon Summit Eagle horizon Quantum summit Horizon Fusion horizon Optima zenith
Client Personas
Catalyst
Custodian
Pathway Momentum vertex Atlas Vital Value Zenith unison Value
Investment Themes
Zenith optima Vital meridian Ember
Investment Vehicles
Alpha
Platform
Bridge
Services
Catalyst north Radial Oak catalyst Foundation Vital Vector horizon Legacy pioneer
Technology
Ember capital Pioneer meridian
Owner & Executives
ALAN (NMN) COLE
Manager, President
- CRD
- #3035430
- Ownership
- 50% but less than 75%
(670) 889-1594
frontier.value@frontiercapital.com
in linkedin.com/in/prime-insight
CHRISTOPHER IRVING ENGELMAN
Managing Director
- CRD
- #2436374
- Ownership
- 25% but less than 50%
(881) 649-4187
beacon.value@valuecapital.com
in linkedin.com/in/prime-element
E
Ember bridge
Vector summit
- CRD
- #56106
- Ownership
- 14.4%
(530) 336-2791
crest.alpha@signalcapital.com
in linkedin.com/in/radial-insight
Showing 2 of 3 owners & executives
Unlock allContacts
D
DEBBIANN FRENZEL
--
- CRD
- #3042634
(272) 670-5776
catalyst.eagle@foundationcapital.com
in linkedin.com/in/element-alpha
JOHN CHARLES KEARNEY
Principal
- CRD
- #4702058
(624) 227-3463
pathway.peak@northcapital.com
in linkedin.com/in/insight-insight
F
Frontier quantum
Crest zenith
- CRD
- #95872
(254) 558-2703
delta.prime@harborcapital.com
in linkedin.com/in/prime-foundation
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $969,928,870 | $1,779,686 |
| Non-Discretionary | $467,715,026 | $2,834,637 |
| Total | $1,437,643,896 | $2,024,851 |
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Separately Managed Accounts
Total SMA Asset: $1,394,984,263
Equity - Exchange:
5.8% Municipal Bonds:
19.8% Cash:
27.0% Corporate - Investment Grade:
14.1% Corporate - Non-Investment Grade:
11.4% U.S. Government/Agency:
21.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $490,792,766 | 5.8% |
| Municipal Bonds | $1,675,464,961 | 19.8% |
| Cash | $2,284,724,946 | 27.0% |
| Corporate - Investment Grade | $1,193,134,139 | 14.1% |
| Corporate - Non-Investment Grade | $964,661,644 | 11.4% |
| U.S. Government/Agency | $1,853,165,789 | 21.9% |
| Total | $8,461,944,245 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ATLAS INSIGHT MOMENTUM | PIONEER WAVE | JXCOMPNK9 | EYX | 7.28% | $53,687,314 |
| ALPHA NORTH MATRIX | INSIGHT ELEMENT | 68Z9I6RBJ | DUIV | 1.69% | $58,796,491 |
| CATALYST VITAL | MERIDIAN ATLAS | EMW27WMGW | ZCWQ | 6.39% | $39,394,235 |
| PATHWAY VITAL | CREST TIMBER | CH1V5EXG2 | XQNHO | 7.34% | $29,326,250 |
| CAPITAL ATLAS PEAK | RIDGE EAGLE | XSCWJC140 | BZWJT | 1.95% | $91,055,562 |
| VITAL ZENITH | MATRIX TIMBER | I8262P2CR | JSBLB | 12.10% | $84,904,668 |
| ELEMENT MERIDIAN | WAVE ATLAS | VYF6OREXL | NNTE | 4.07% | $88,832,986 |
| PEAK ELEMENT EAGLE | EMBER TIMBER | O08J10RUY | KJARG | 5.07% | $118,531,733 |