|
⚲
|
| Keyboard |
| Paralel Advisors LLC
✚
|
|
|---|---|
| CRD # | 315804 |
| SEC # | 801-122468 |
| CIK # | 0001895911, 0000189591 |
| AUM | 2,671.2 M (2026-01-27) |
| Employees | 6 (33% Investors, 50% Brokers) |
| Fees | |
| Minimum | |
| Phone | 303-226-4150 |
| Address | 1700 Broadway Denver, CO 80290 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001895911 0000189591 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| J P Morgan Chase & Co | 0.3 | ||
| Enterprise Products Partners L P | 0.1 | ||
| Cisco Systems Inc | 0.1 | ||
| Evercore Partners Inc | 0.1 | ||
| Cohen & Steers Infrastructure Fund Inc | 0.1 | ||
| Caterpillar Inc | 0.1 | ||
| Schwab Charles Corp | 0.1 | ||
| YUM Brands Inc | 0.1 | ||
| Travelers Companies Inc | 0.1 | ||
| eBay Inc | 0.1 | ||
| Installed Building Products Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Stanley Black & Decker Inc | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| Silversun Technologies Inc | 0.0 | ||
| Maplebear Inc | 0.0 | ||
| Paypal Holdings Inc | 0.0 | ||
| GFL Environmental Inc | 0.0 | ||
| Ciena Corp | 0.0 | ||
| Forward Air Corp | 0.0 | ||
| DraftKings Inc | 0.0 | ||
| First Watch Restaurant Group Inc | 0.0 | ||
| Emcor Group Inc | 0.0 | ||
| Jabil Circuit Inc | 0.0 | ||
| Enersys | 0.0 | ||
| Keysight Technologies Inc | 0.0 | ||
| Lamar Advertising Co/New | 0.0 | ||
| New York Times Co | 0.0 | ||
| Prev | Page 1 | Next | |||
| 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 | 2.7 |
| (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 | 2.7 |
| By Discretionary | ||
| Discretionary | 3 | 2.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 2.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.7 | |
| Total | 3 | 2.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001895911] | |
| 3 | [0001895911] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| LEI | 5493000Y2SW5VHHE7G86 |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Paralel Advisors LLC | |
| Boulder Growth & Income Fund |
| Comparable Firms | State | AUM |
|---|---|---|
|
KBS Realty Advisors LLC
✚
|
CA | 2,725.0 M |
|
PPM Loan Management Company 2 LLC
✚
|
IL | 2,723.4 M |
|
PNC Steel City Advisors LLC
✚
|
PA | 2,716.6 M |
|
Innocap Investment Advisers LLC
✚
|
NY | 2,712.2 M |
|
1988 Asset Management LLC
✚
|
NY | 2,704.3 M |
|
Global Atlantic Investment Advisors LLC
✚
|
IN | 2,696.7 M |
|
26north Direct Lending LP
✚
|
NY | 2,650.0 M |
|
Capital Four US Inc
✚
|
NY | 2,637.8 M |
|
Steeprock Capital II LLC
✚
|
CT | 2,625.1 M |
|
Motley Fool Asset Management LLC
✚
|
VA | 2,603.7 M |