# PARKSIDE ADVISORS LLC

PARKSIDE ADVISORS LLC of BERKELEY, CA is an SEC-registered investment adviser.

## Registration

- CRD: 125553
- Type: SEC-registered investment adviser
- SEC file number: 801-63021
- Location: 2040 BANCROFT WAY, SUITE 300, BERKELEY, CA, 94704
- Phone: 510-883-1350
- Latest filing: 2025-05-19
- Regulatory AUM: $746.5M
- Discretionary AUM: $746.5M
- Clients: 9
- Accounts: 928

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Charities, Other

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Charles Otto Benziger | MANAGING PRINCIPAL; SOLE OWNER | — |
| Audrey Ellen Grubman | MANAGING PRINCIPAL; SOLE OWNER | — |
| Jill Louise Martin | CHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| GRUBMAN AUDREY | PRESIDENT; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| MARTIN NANCY LOUISE | CHIEF OPERATIONS OFFICER; CHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| BENZIGER CHARLES OTTO | MANAGING PRINCIPAL; SOLE OWNER | — |
| GRUBMAN AUDREY ELLEN | MANAGING PRINCIPAL; PRESIDENT; SOLE OWNER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| SAN FRANCISCO | CA | 1 | 510-883-1350 |
| SAN FRANCISCO | CA | 1 | 510-883-1350 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/125553/brochure
- Similar advisers: https://search.stillhousedata.com/firm/125553/similar
- Related entities: https://search.stillhousedata.com/firm/125553/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/125553

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.