Speyside Equity Advisers Llc
- Regulatory AUM
- $811M
- Discretionary
- $811M
- Clients
- 2
- Avg AUM / client
- $406M
- Accounts
- 2
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $811M | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $358M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Speyside Equity Opportunity Fund Lp | Private Equity Fund | Delaware | $357M | 11 |
| Speyside Equity Fund Ii Lp | Private Equity Fund | Delaware | $801K | 7 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daughtery, Kevin | Member | Jan 2023 (4y) | ≈ 18.75% – 50% via Speyside Equity Llc | |
| Lardo, Nicholas, Grant | Cco | Jan 2023 (4y) | 25% – 50% | |
| Wiklendt, Eric | Member | Jan 2023 (4y) | 25% – 50% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Speyside Equity Llc | Member | Jan 2023 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Daughtery, Kevin: 75% – 100% of Speyside Equity Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $358M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Speyside Equity Opportunity Fund Lp | Private Equity Fund | $357M | $0 | 11 |
| Speyside Equity Fund Ii Lp | Private Equity Fund | $801K | $10.0M | 7 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.36 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗