Speyside Fund Advisers LLC

CandidateSEC exempt reporting adviser· Southfield, MichiganSPEYSIDEEQUITY.COM

Speyside Equity makes control investments in middle-market businesses with histories of profitability. Targeted portfolio companies often possess balance-sheet, legal, environmental, labor, or transactional complexity causing financial or operational stress.

In the firm's own words, from its website.

Reported fund assets
$148M
sum of its funds' Form ADV filings, last 30 months
New companies, 12 mo
None
Investment team
11
Latest vintage
2016
As of · the latest observation of this organization; filed figures are as of its latest Form ADV

10 additional team members, 27 additional investments, funds and LPs, 6 verified contacts (4 professional url, 1 published business email, 1 firm phone)

Every relationship, signal and contact on this record, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Nothing material in the last 180 days.

People to know

View all people

Relationship network

47 connected entities1 observed round

From financing rounds and every investor named in them, Form ADV and Form D filings, the firm's funds and team, and disclosed LP commitments in the venture capital graph. A round's amount is the size of the round, not money that moved between two investors.

Some relationships on this record are counted rather than named here. They open with the full profile.

Click any name or line for the rounds and sources behind it. Line weight is rounds together; dashed lines are inferred.

Reading the network
  • Sponsor
  • Company
  • Fund or vehicle
  • Person
›How strength and recency are read

Co-investors are read from the rounds: three or more shared rounds is a strong observed relationship, two a repeat co-investor, one a single round. Funds and people are structural. Nothing is scored that a reader cannot check.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

How am I connected?

Name your firm, a company or a person, and DFX finds the published routes to Speyside Fund Advisers LLC: a shared portfolio company or board, a prior employer, a co-investor, a shared LP or service provider. Every step is a filed or published record with its source; none is a guess about who knows whom.

See how you connect to Speyside Fund Advisers LLC

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Investing

30 companies on record, 0 new in 12 months

Investments on record

30 companies, 1 partner-attributed
CompanyRoundRolePartnerRound sizeThis investorDateSource
Accessibility by WAHportfolio listingunknownunknownunknownunknownOct 1, 2026Fact Firm website
Ashland Foundryportfolio listingunknownunknownunknownunknownOct 1, 2026Fact Firm website
Avon Gear Coportfolio listingunknownunknownunknownunknownOct 1, 2026Fact Firm website

Stated thesis versus observed behaviour

30 observed deals
Stated (the firm’s website)
Sectors
industrial
Stages
not stated or not yet read
Geography
global, indiana, north america, ohio
Check size
not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors
unknown 100%
lead rate no observed dealsfollow-on rate 0%new companies, 12 months 0

Team

13 current, 2 departed

Decision makers

who to call first, and why; then everyone else by function
  • Kevin Daugherty · MANAGING DIRECTOR
    Why this person: Managing director; Named with investment responsibility
    LinkedIn or profile link on file (firm website), confirmed 2026-10-01, confidence 90%
  • Eric Wiklendt · MANAGING DIRECTOR
    Why this person: Managing director; Named with investment responsibility
  • Jeffrey Alan Stone · Managing Director
    Why this person: Managing director; Named with investment responsibility

Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. 1 with a route on file. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.

Investment team

13 current, 2 departed
2 departed (kept with end dates)

Contacts

1 published business email, 1 firm phone, 4 professional url

1 published business email, 1 firm phone, 4 professional url on record, each with its source. Values open with the complete profile.

Funds and LPs

1 vehicle, 0 LPs disclosed

Funds and vehicles

1 reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
Speyside Equity Fund I LPFund · ADV: Private Equity Fund2016 form d first saleHarvest$148M
May 4, 2026
19$0
of $75.0M
Jan 4, 2016

Limited partners

0 LPs, 0 disclosed commitments
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.

Known LPs and allocators

0 relationships across the firm's funds, from public pensions and the allocator graph
No allocator names this firm or its funds in a public disclosure DFX holds.

Relationships across DFX

3 co-investors · on 4 other DFX graphs

Co-investors

3 counted from shared deals, for the whole firm
Across DFX and the capital chainon 4 other DFX graphs Show
Across DFX
Across the graphs

Speyside Fund Advisers LLC is the same institution as 4 records in Independent Sponsors, Private Equity, RIA and Wealth and Private Credit.

Independent Sponsors1Private Equity1RIA and Wealth1Private Credit1

DFX found 4 relationships across 4 datasets

Which record it is in each graph, what it is called there, and how the two were matched.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Checking your plan…

Evidence and history

4 dated events, 60 observations from 3 sources

Timeline

4 dated events
  1. Jun 27, 2018
    Oliver Maier (Owner) no longer on Schedule A of Speyside Private Fund Advisers LLC
    Person leftPeopleInferenceOliver MaierForm ADV
  2. Jun 27, 2018
    Alexandra Maier (Owner) no longer on Schedule A of Speyside Private Fund Advisers LLC
    Person leftPeopleInferenceAlexandra MaierForm ADV
  3. Jan 5, 2016
    Speyside Private Fund Advisers LLC first filed Form ADV (ERA)
    First SEC adviser filingOrganizationFactForm ADV
  4. Jan 5, 2016
    Speyside Equity Fund I LP first reported on Form ADV by Speyside Private Fund Advisers LLC (Private Equity Fund)
    Fund first reported on Form ADVFundsFactSpeyside Equity Fund I LPForm ADV

Identity and regulatory footprint

Address, phone, Form ADV filing and ownersForm ADV filed May 4, 2026 · 1 private fundsShow
Headquarters
Southfield, MIadviserinfo.sec.gov
Office address
unknownadviserinfo.sec.gov
Business phone
unknownadviserinfo.sec.gov
SEC adviser type
Exempt reporting adviseradviserinfo.sec.gov
SEC exemption claimed
Private fund adviseradviserinfo.sec.gov
Latest Form ADV
May 4, 2026
Private funds reported
1 (0 venture capital funds)adviserinfo.sec.gov
Private fund gross assets, adviser total
$148Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Owners on Schedule A
Speyside Equity LLC (Owner), owns 50% to 75%

Classification history

Every classification this record has carried1 on recordShow
  1. Sep 12, 2026
    Candidate (candidate, 50%)
    No sworn venture fact yet (name or round mention only)

Evidence

61 observations from 3 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
SEC exemption claimedPrivate fund adviserMay 31, 2024FactForm ADV
SEC adviser typeExempt reporting adviserMay 4, 2026FactForm ADV
SEC adviser typeExempt reporting adviserMay 31, 2024FactForm ADV
First Form ADV filing2016-01-05May 4, 2026FactForm ADV
First Form ADV filing2016-01-05May 31, 2024FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-30Oct 1, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-29Sep 30, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-25Sep 26, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-23Sep 24, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-21Sep 23, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-22Sep 23, 2026FactForm ADV
Adv history loadedadv-hist-1Sep 12, 2026FactForm ADV
Latest Form ADV filing2026-05-04May 4, 2026FactForm ADV
Latest Form ADV filing2024-05-31May 31, 2024FactForm ADV
Venture share of reported funds0May 4, 2026FactForm ADV
Venture share of reported funds0May 31, 2024FactForm ADV
Business phoneMay 31, 2024FactForm ADV
Contact page urlOct 1, 2026Fact
Contact page urlSep 16, 2026Fact
DescriptionOct 1, 2026Fact
DescriptionSep 16, 2026Fact
DescriptionSep 15, 2026Fact
HeadquartersSouthfield, MIMay 31, 2024FactForm ADV
Office addressMay 31, 2024FactForm ADV
Legal formLimited Liability CompanyMay 31, 2024FactForm ADV
Portfolio pageOct 1, 2026Fact
Portfolio pageSep 16, 2026Fact
Portfolio pageSep 15, 2026Fact
Private funds reported1May 4, 2026FactForm ADV
Private funds reported1May 31, 2024FactForm ADV
Private fund gross assets (reported)$148MMay 4, 2026FactForm ADV
Private fund gross assets (reported)$71.0MMay 31, 2024FactForm ADV
Stated geographyGlobal, indiana, north america, ohio
“geography words on the home page”
Oct 1, 2026Fact
Stated geographyGlobal, indiana, north america, ohio
“geography words on the home page”
Sep 16, 2026Fact
Stated geographyGlobal, indiana, north america, ohio
“geography words on the home page”
Sep 15, 2026Fact
Stated sectorsindustrial
“sector words on the home page”
Oct 1, 2026Fact
Stated sectorsindustrial
“sector words on the home page”
Sep 16, 2026Fact
Stated sectorsindustrial
“sector words on the home page”
Sep 15, 2026Fact
Team pageOct 1, 2026Fact
Team pageSep 16, 2026Fact
Team pageSep 15, 2026Fact
Venture funds reported0May 4, 2026FactForm ADV
Venture funds reported0May 31, 2024FactForm ADV
WebsiteMay 31, 2024FactForm ADV
Site titleOct 1, 2026Fact
Site titleSep 16, 2026Fact
Site titleSep 15, 2026Fact
How this is scored
Scores, classification basis and filing advisersCandidate, candidateShow
Importance
20
moderate
Active deployment
0
low
Emerging
0
low
Freshness
100
high
CandidateSEC exempt reporting adviser

No sworn venture fact yet (name or round mention only)

The inputs behind each score
importance
gav: 0 · funds: 0 · people: 0.44 · investments: 0.55 · scale basis: Venture-typed funds only (Candidate): 0 funds, $0M of $148M reported · co investors: 0.19
active deployment
investments 12m: 0 · fund raising 18m: 0 · people joined 12m: 0 · vintage within 3y: 0 · latest investment at: not scored
emerging manager
fund count: 1 · reported gav: $148M · first adv filing: 2016-01-05 · years since first filing: 10.7

Fits, record history and connections

scored matches for this investor, every identity change, every edge

Record history

1 dated event on the change ledger, latest event first
  • Adviser's first ADV filing
    2016-01-05source on record

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.