{"url":"https://nivawealth.com/firms/speyside-equity-advisers-325765","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/325765","regulatoryAum":811367311,"crd":"325765","history":[{"filedOn":"2023-03-31","regulatoryAum":0,"clients":0,"employees":3,"offices":1},{"filedOn":"2024-03-29","regulatoryAum":622442355,"clients":2,"employees":3,"offices":1},{"filedOn":"2025-03-19","regulatoryAum":691413806,"clients":2,"employees":4,"offices":1},{"filedOn":"2026-08-13","regulatoryAum":811367311,"clients":2,"employees":11,"offices":1}],"secFileNumber":"801-127849","legalName":"Speyside Equity Advisers LLC","displayName":"Speyside Equity Advisers","slug":"speyside-equity-advisers-325765","website":"https://speysideequityllc.com/","classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/speyside-equity/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"101 N. Main Street, Suite 430","city":"Ann Arbor","state":"MI","stateName":"Michigan","country":"United States","postalCode":"48104"},"tradeNames":[],"registration":{"secApproved":"28 April 2023","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":11,"advisory":11,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":811367311,"discretionary":811367311,"discretionaryAccounts":2,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":1},"clientTypes":[{"label":"Pooled investment vehicles","clients":2,"regulatoryAum":811367311}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Speyside Equity Advisers has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Nicholas Lardo","title":"CCO","crd":"4006497"},{"name":"Eric Wiklendt","title":"Member","crd":"7715499"}],"ownership":[{"label":"Speyside Equity LLC","detail":"Member in the 25% to 50% ownership band and a control person, since January 2023."},{"label":"Eric Wiklendt","detail":"Member in the 25% to 50% ownership band and a control person, since January 2023."},{"label":"Nicholas Lardo","detail":"Cco in the 25% to 50% ownership band and a control person, since January 2023."},{"label":"Kevin Daughtery","detail":"Indirect owner: a member of Speyside Equity LLC in the 75% or more band, since January 2023.","parent":"Speyside Equity LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Michigan","offices":1,"addresses":[{"street":"101 N. Main Street, Suite 430","city":"Ann Arbor","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"616-502-7731","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":"0","assetMix":[],"privateFunds":2},"sources":{"adv1FilingDate":"13 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/325765/PDF/325765.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Speyside Equity Advisers have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Speyside Equity Advisers offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Speyside Equity Advisers have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Speyside Equity Advisers?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Speyside Equity Advisers get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Speyside Equity Advisers?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 13 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}