Overview
Assets Under Management: $1.1 billion
Headquarters: LOUISVILLE, KY
High-Net-Worth Clients: 217
Average Client Assets: $5 million
Frequently Asked Questions
PARTHENON 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 #107794), PARTHENON LLC is subject to fiduciary duty under federal law.
PARTHENON LLC is headquartered in LOUISVILLE, KY.
PARTHENON LLC serves 217 high-net-worth clients according to their SEC filing dated January 24, 2025. View client details ↓
According to their SEC Form ADV, PARTHENON LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
PARTHENON LLC manages $1.1 billion in client assets according to their SEC filing dated January 24, 2025.
According to their SEC Form ADV, PARTHENON LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 217
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.07
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 470
Discretionary Accounts: 456
Non-Discretionary Accounts: 14
Regulatory Filings
CRD Number: 107794
Last Filing Date: 2025-01-24 00:00:00
Website: https://parthenonllc.com