Paralel Advisors LLC

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Assets, Funds, Holdings

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Paralel Advisors LLC
CRD #315804
SEC #801-122468
CIK #0000189591, 0001895911
AUM $2.5 B (2025-03-27)
Employees 6 (33% Investors, 50% Brokers)
Phone303-226-4150
Address1700 Broadway
Denver, CO 80290
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($B)
3.02.41.81.20.60.02011201620212026
Sector Form 13F Holdings Value ($B)
J P Morgan Chase & Co 0.3
Enterprise Products Partners L P 0.1
Microsoft Corp 0.1
YUM Brands Inc 0.1
Cisco Systems Inc 0.1
Evercore Partners Inc 0.1
Cohen & Steers Infrastructure Fund Inc 0.1
Schwab Charles Corp 0.1
Travelers Companies Inc 0.1
GFL Environmental Inc 0.1
View All
Holdings by Sector ($B)
3.02.41.81.20.60.02021202220242026
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 3 2.5
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 3 2.5
By Discretionary
Discretionary 3 2.5
Non-Discretionary 0 0.0
Total 3 2.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 2.5
Total 3 2.5
EDGAR Form CIK 2011 - 2025
13F-HR [0001895911]
3 [0001895911]
Form 3/4/5 Subject 2011 - 2025
SRH Total Return Fund, Inc.
Paralel Advisors LLC
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