DOCKSIDE LLC
DBA: DOCKSIDE PLATFORMS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $9.63B |
| Discretionary | $9.12B95% of AUM |
| Non-Discretionary | $508.8M |
| Client Accounts | 11 |
| Avg Account Size | $875.1M |
| Employees | 10 |
| Peak AUM | $9.63BMar 2026 |
| AUM CAGR | +359.0% /yrover 1 yrs · 4 filings |
AUM by Client Type
Total AUM
$9.6B
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $9.6B | +60.4% | — | — | — |
| Discretionary AUM | $9.1B | +69.1% | |||
Key Metrics
| Total AUM | $9.63B |
| Discretionary | $9.12B |
| Employees | 10 |
| Client Accounts | 11 |
Contact & Location
Address
120 FIFTH AVENUE
NEW YORK NY 10011
Phone
917-563-4874
Filing History
4 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Institutional)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$9.1B
94.7% of AUM
Non-Discretionary
$509M
5.3% of AUM
Disc. mix ▲ 4.9pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer CustodySurprise Exam
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