Overview
Assets Under Management: $46.5 billion
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 1
Average Client Assets: $214 million
Frequently Asked Questions
PARNASSUS INVESTMENTS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #316904), PARNASSUS INVESTMENTS, LLC is subject to fiduciary duty under federal law.
PARNASSUS INVESTMENTS, LLC is headquartered in SAN FRANCISCO, CA.
PARNASSUS INVESTMENTS, LLC serves 1 high-net-worth clients according to their SEC filing dated May 09, 2024. View client details ↓
According to their SEC Form ADV, PARNASSUS INVESTMENTS, LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
PARNASSUS INVESTMENTS, LLC manages $46.5 billion in client assets according to their SEC filing dated May 09, 2024.
According to their SEC Form ADV, PARNASSUS INVESTMENTS, LLC serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 1
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 0.47
Average High-Net-Worth Client Assets: $214 million
Total Client Accounts: 24
Discretionary Accounts: 24
Regulatory Filings
CRD Number: 316904
Last Filing Date: 2024-05-09 00:00:00
Website: https://parnassus.com