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| Parallel Advisors LLC
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| |
|---|---|
| CRD # | 140800 |
| SEC # | 801-68107 |
| CIK # | 0001690010 |
| AUM | $7.1 BB (2024-07-09) |
| Employees | 111 (50% Investors, 0% Brokers) |
| Phone | 866-627-6984 |
| Address | 150 Spear Street San Francisco, CA 94105 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0001690010 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Apple Inc | 2,382.8 | 0.2 | |
| Nvidia Corp | 399.6 | 0.1 | |
| Corcept Therapeutics Inc | 2.6 | 0.1 | |
| Microsoft Corp | 1,918.2 | 0.1 | |
| Amazon Com Inc | 1,093.0 | 0.1 | |
| Alphabet Inc | 1,482.6 | 0.1 | |
| CVB Financial Corp | 3.6 | 0.1 | |
| Alphabet Inc | 1,475.1 | 0.1 | |
| Costco Wholesale Corp /NEW | 207.6 | 0.0 | |
| Facebook Inc | 434.9 | 0.0 | |
| J P Morgan Chase & Co | 340.2 | 0.0 | |
| Lilly Eli & Co | 301.8 | 0.0 | |
| Uber Technologies Inc | 43.4 | 0.0 | |
| VISA Inc | 419.3 | 0.0 | |
| Adobe Systems Inc | 172.8 | 0.0 | |
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| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,524 | 2.3 |
| (b) Individuals (high net worth individuals) | 1,067 | 4.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 39 | 0.1 |
| (h) Charitable organizations | 5 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 23 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 19,694 | 7.1 |
| By Discretionary | ||
| Discretionary | 19,691 | 7.1 |
| Non-Discretionary | 3 | 0.0 |
| Total | 19,694 | 7.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.0 | |
| Total | 19,694 | 7.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001690010] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Confluence Investment Management LLC
✚
|
MO | 7.2 |
|
DSM Capital Partners LLC
✚
|
FL | 7.1 |
|
Sarofim Trust Co
✚
|
TX | 7.1 |
|
Orgel Wealth Management LLC
✚
|
WI | 7.1 |
|
Capital Analysts LLC
✚
|
PA | 7.1 |
|
Mission Wealth Management LP
✚
|
CA | 7.1 |
|
McMorgan & Company LLC
✚
|
CA | 7.1 |
|
Valmark Advisers Inc
✚
|
OH | 7.0 |
|
Crossmark Global Investments Inc
✚
|
TX | 7.0 |
|
Stephens Investment Management Group LLC
✚
|
AR | 7.0 |