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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

PARKSIDE ADVISORS LLC

CRD 125553

BERKELEY, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0d9da086-4eab-07f6-b8ef-48af3e0a9410

Data as of May 19, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 8
On other graphs: 0
Observed: Dec 23, 2011 to May 19, 2025
54 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $747MItem 5.F on the latest filing (2025-05-19); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $747M
Private client RAUM: $744MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 9
Advisory employees: 4
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 928
Individual clients: 48
High net worth clients: 169
Custody, client assets: $243M
SEC number: 801-63021
CIK: 1585550
CRD: 125553
Filings on the tape: 54
First filed: Dec 23, 2011
Latest filed: May 19, 2025
Organised: Limited Liability Company, CA

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BENZIGER, CHARLES, OTTO	SOLE OWNER	E	yes	05/2013	Sep 4, 2018	Mar 11, 2024
BENZIGER, CHARLES, OTTO	MANAGING PRINCIPAL	Na	yes	08/2018	Sep 4, 2018	Mar 11, 2024
GRUBMAN MANAGEMENT, INC.	Owner	B	yes	07/2018	Mar 14, 2019	Mar 11, 2024
GRUBMAN, AUDREY, ELLEN	SOLE OWNER	E	yes	07/2018	Dec 23, 2011	Mar 11, 2024
GRUBMAN, AUDREY, ELLEN	MANAGING PRINCIPAL	Na	yes	03/1996	Dec 23, 2011	Mar 11, 2024
Martin, Jill, Louise	CHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER	Na	yes	03/2018	Jun 3, 2016	Mar 11, 2024
PARKSIDE CAPITAL ADVISORS, LLC	Owner	E	yes	08/2018	Sep 4, 2018	Mar 11, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
SAN FRANCISCO	CA	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Mar 5, 2025	$747M	$747M	9	4	1	n/a	n/a
2023	Mar 11, 2024	$640M	$640M	10	4	1	n/a	n/a
2022	Mar 1, 2023	$523M	$523M	9	4	1	n/a	n/a
2021	Mar 1, 2022	$587M	$587M	8	3	1	n/a	n/a
2020	Mar 11, 2021	$511M	$511M	9	2	1	n/a	n/a
2019	Mar 5, 2020	$462M	$462M	9	2	1	n/a	n/a
2018	Mar 14, 2019	$378M	$378M	10	4	2	n/a	n/a
2017	Mar 2, 2018	$374M	$374M	8	2	0	n/a	n/a
2016	Mar 21, 2017	$301M	$301M	8	3	n/a	n/a	n/a
2015	Mar 30, 2016	$263M	$263M	7	2	n/a	n/a	n/a
2014	Mar 19, 2015	$257M	$257M	8	2	n/a	n/a	n/a
2013	Mar 13, 2014	$242M	$242M	8	3	n/a	n/a	n/a
2012	Mar 22, 2013	$185M	$185M	8	3	n/a	n/a	n/a
2011	Apr 30, 2012	$181M	$181M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$747M	$640M	16.6%	$587M	8.3%	9	10	1	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
NORTHROCK PARTNERS, LLC	4	Jul 17, 2025	Jul 1, 2025	SAN FRANCISCO, CA	Firm absorbed	RIA to RIA	100.0%

Relationships

Registered with (11)

← CHARLES OTTO BENZIGERAdvisorregistration: previous registration
Sep 17, 2018 to Jul 17, 2025factForm ADV
← AUDREY ELLEN GRUBMANAdvisorregistration: previous registration
Oct 18, 1996 to Jul 17, 2025factForm ADV
← Bradford Daniel StimpsonAdvisorregistration: previous registration
Feb 26, 2025 to Jul 17, 2025factForm ADV
← Rael RubinAdvisorregistration: previous registration
Dec 8, 2022 to Jul 17, 2025factForm ADV
← Jerrod FosterAdvisorregistration: previous registration
Nov 28, 2023 to Aug 1, 2024factForm ADV
← NORMAN DILLON MCGILLAdvisorregistration: previous registration
Mar 1, 2016 to Feb 3, 2020factForm ADV
← CHRISTINA NOELLE KRAMLICHAdvisorregistration: previous registration
Nov 14, 2018 to Jul 22, 2019factForm ADV
← DAVID GEORGE BORNAdvisorregistration: previous registration
May 27, 2016 to Oct 6, 2017factForm ADV
← PAUL LAMBERT PERRINOAdvisorregistration: previous registration
Dec 9, 2009 to Mar 25, 2016factForm ADV
← KRYSTAL D FORTNERAdvisorregistration: previous registration
Nov 17, 2015 to Jan 4, 2016factForm ADV
← JOSHUA CHRISTIAN SCHEFERSAdvisorregistration: previous registration
Sep 16, 2008 to Jan 13, 2010factForm ADV

Moved with (1)

→ NORTHROCK PARTNERS, LLCRegistered adviser4 advisors, firm absorbed, same day
Jul 17, 2025 to Jul 1, 2025factForm ADV

Controls (5)

← PARKSIDE CAPITAL ADVISORS, LLCOwnerOWNER, ownership code E, domestic entity
Sep 4, 2018 to Mar 11, 2024factForm ADV
← BENZIGER, CHARLES, OTTOOwnerSOLE OWNER, ownership code E, individual
Sep 4, 2018 to Mar 11, 2024factForm ADV
← GRUBMAN, AUDREY, ELLENOwnerSOLE OWNER, ownership code E, individual
Dec 23, 2011 to Mar 11, 2024factForm ADV
← Martin, Jill, LouiseOwnerCHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 3, 2016 to Mar 11, 2024factForm ADV
← GRUBMAN MANAGEMENT, INC.OwnerOWNER, ownership code B, domestic entity
Mar 14, 2019 to Mar 11, 2024factForm ADV

Dated events

Occurred
Aug 1, 2025
Left the SEC roster
Parkside Advisors Llc no longer on the SEC adviser roster (last listed 2025-07-01, RAUM $746.5M)
Form ADVobserved 5 days ago
$747M
Occurred
Jul 17, 2025
Firm absorbed
Parkside Advisors LLC's advisors moved to Northrock Partners, LLC (San Francisco, CA): 4 of 4 registered, on the same day
Form ADVobserved 4 days ago
4 advisors
Occurred
Jul 17, 2025
Advisor changed firm
Rael Rubin left Parkside Advisors Llc for Northrock Partners, Llc (registered 2025-07-01)
Form ADVobserved 5 days ago
Occurred
Jul 17, 2025
Advisor changed firm
Charles Otto Benziger left Parkside Advisors Llc for Northrock Partners, Llc (registered 2025-07-01)
Form ADVobserved 5 days ago
Occurred
Jul 17, 2025
Advisor changed firm
Audrey Ellen Grubman left Parkside Advisors Llc for Northrock Partners, Llc (registered 2025-07-01)
Form ADVobserved 5 days ago
Occurred
Jul 17, 2025
Advisor changed firm
Bradford Daniel Stimpson left Parkside Advisors Llc for Northrock Partners, Llc (registered 2025-07-01)
Form ADVobserved 5 days ago
Occurred
Aug 1, 2024
Advisor changed firm
Jerrod Foster left Parkside Advisors Llc for Lido (registered 2024-09-25)
Form ADVobserved 5 days ago
Occurred
Jul 17, 2018
Succession filed (Item 4)
Grubman Wealth Management reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0d9da086-4eab-07f6-b8ef-48af3e0a9410
First observed: Dec 23, 2011
Last observed: May 19, 2025 16 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PARKSIDE ADVISORS LLC

CRD 125553

BERKELEY, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0d9da086-4eab-07f6-b8ef-48af3e0a9410

Data as of May 19, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:15 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BENZIGER, CHARLES, OTTO

SOLE OWNER

yes

05/2013

Sep 4, 2018

Mar 11, 2024

BENZIGER, CHARLES, OTTO

MANAGING PRINCIPAL

yes

08/2018

Sep 4, 2018

Mar 11, 2024

GRUBMAN MANAGEMENT, INC.

Owner

yes

07/2018

Mar 14, 2019

Mar 11, 2024

GRUBMAN, AUDREY, ELLEN

SOLE OWNER

yes

07/2018

Dec 23, 2011

Mar 11, 2024

GRUBMAN, AUDREY, ELLEN

MANAGING PRINCIPAL

yes

03/1996

Dec 23, 2011

Mar 11, 2024

Martin, Jill, Louise

CHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER

yes

03/2018

Jun 3, 2016

Mar 11, 2024

PARKSIDE CAPITAL ADVISORS, LLC

Owner

yes

08/2018

Sep 4, 2018

Mar 11, 2024

City

State

Country

Employees

Also broker-dealer

SAN FRANCISCO

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Mar 5, 2025

$747M

n/a

2023

Mar 11, 2024

$640M

n/a

2022

Mar 1, 2023

$523M

n/a

2021

Mar 1, 2022

$587M

n/a

2020

Mar 11, 2021

$511M

n/a

2019

Mar 5, 2020

$462M

n/a

2018

Mar 14, 2019

$378M

n/a

2017

Mar 2, 2018

$374M

n/a

2016

Mar 21, 2017

$301M

n/a

2015

Mar 30, 2016

$263M

n/a

2014

Mar 19, 2015

$257M

n/a

2013

Mar 13, 2014

$242M

n/a

2012

Mar 22, 2013

$185M

n/a

2011

Apr 30, 2012

$181M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$747M

$640M

16.6%

$587M

8.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

NORTHROCK PARTNERS, LLC

Jul 17, 2025

Jul 1, 2025

SAN FRANCISCO, CA

Firm absorbed

RIA to RIA

100.0%