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| Parallel Advisors LLC
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|---|---|
| CRD # | 140800 |
| SEC # | 801-68107 |
| CIK # | 0001690010 |
| AUM | 10.31 B (2026-06-29) |
| Employees | 137 (45% Investors, 0% Brokers) |
| Phone | 866-627-6984 |
| Address | 150 Spear Street San Francisco, CA 94105 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.3 | ||
| Nvidia Corp | 0.2 | ||
| Corcept Therapeutics Inc | 0.2 | ||
| Microsoft Corp | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| CVB Financial Corp | 0.1 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| Facebook Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,156 | 3.8 |
| (b) Individuals (high net worth individuals) | 1,013 | 5.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 39 | 0.9 |
| (h) Charitable organizations | 8 | 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 | 24 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 4,242 | 10.3 |
| By Discretionary | ||
| Discretionary | 4,240 | 10.3 |
| Non-Discretionary | 2 | 0.0 |
| Total | 4,242 | 10.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 10.2 | |
| Total | 4,242 | 10.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001690010] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 23 (2 non-US) |
| Serves | Institutional, Retail |
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|---|---|---|
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