Speyside Equity Advisers provides portfolio management for pooled vehicles. The firm advises 2 private funds.
Speyside Equity Advisers reports 2 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($811M across 2 accounts) are managed with discretion. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 2 | $811M | 100.0% | $406M |
| Total | 2 | $811M | 100% | $406M |
- Clients
- 2
- Regulatory AUM
- $811M
- AUM share
- 100.0%
- Avg. per client
- $406M
Total
- Clients
- 2
- Regulatory AUM
- $811M
- AUM share
- 100%
- Avg. per client
- $406M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 2
- Financial planning clients last fiscal year
- 0
Speyside Equity Advisers is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Speyside Equity LLC owns 25% to 50% of Speyside Equity Advisers and is in turn owned by Kevin Daughtery (75% or more). It has 11 employees.
Staff
- 11 employees
- 11 in advisory functions
- Owns 25% to 50% of Speyside Equity Advisers LLC
Speyside Equity LLC
Control person · since January 2023
- Owns 75% or more of Speyside Equity LLC
Kevin Daughtery
since January 2023
- Owns 25% to 50% of Speyside Equity Advisers LLC
Eric Wiklendt
Control person · since January 2023
- Owns 25% to 50% of Speyside Equity Advisers LLC
Nicholas Lardo
Control person · since January 2023
Speyside Equity Advisers’ regulatory assets grew Infinity× from $0 (March 2023) to $811M (August 2026); employees rose from 3 to 11.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Aug 2026August 2026 | $811M | 2 | 11 | 1 |
| Mar 2025March 2025 | $691M | 2 | 4 | 1 |
| Mar 2024March 2024 | $622M | 2 | 3 | 1 |
| Mar 2023March 2023 | $0 | 0 | 3 | 1 |
Besides its headquarters, Speyside Equity Advisers has 0 offices, with 1 listed address in 1 state.
Michigan · 1 listed address
- 101 N. Main Street, Suite 430, Ann ArborHQ
Contact and registration details
- Legal name
- Speyside Equity Advisers LLC
- Headquarters
- 101 N. Main Street, Suite 430, Ann Arbor, MI 48104
- Website
- speysideequityllc.com
- Phone
- 616-502-7731
- @speyside-equity
- SEC file
- 801-127849
- Structure
- Delaware LLC
- Fiscal year end
- December
Speyside Equity Advisers has custody of client assets.
How many clients does Speyside Equity Advisers have?
Speyside Equity Advisers has 2 clients and manages $811 million for them, as of August 2026. They include 2 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 August 2026
What services does Speyside Equity Advisers offer?
Speyside Equity Advisers provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Speyside Equity Advisers have?
Speyside Equity Advisers has 0 investment adviser representatives registered with state securities authorities, out of 11 employees, and 11 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Speyside Equity Advisers?
Speyside Equity Advisers is owned through a holding company by Kevin Daughtery. Its direct owners are Speyside Equity LLC, Eric Wiklendt and Nicholas Lardo, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 13 August 2026
How does Speyside Equity Advisers get paid?
Speyside Equity Advisers is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Speyside Equity Advisers?
Speyside Equity Advisers’ main office is at 101 N. Main Street, Suite 430, Ann Arbor, MI 48104. Its phone number is 616-502-7731. Its website is speysideequityllc.com.