Parnassus Investments
- Assets, Funds, Holdings
| Parnassus Investments
|
| CRD # | 149193 |
| SEC # | 801-22799 |
| CIK # | 0000948669 |
| AUM |
|
| Employees |
53 (32% Investors, 74% Brokers)
|
| Phone | 415-778-0200 |
| Address | 1 Market Street, Suite 1600
San Francisco, CA 94105 |
| Source |
[IAPD]
[EDGAR]
[Website] [Twitter] [LinkedIn]
|
|
Total AUM ($B)
|
|
|
| AUM Breakdown |
Accounts |
AUM ($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 |
5
|
34.9 |
| (e) Business development companies |
0 |
0.0 |
| (f) Pooled investment vehicles |
3 |
1.7 |
| (g) Pension and profit sharing plans |
0 |
1.2 |
| (h) Charitable organizations |
0 |
0.2 |
| (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 |
0.1 |
| Total |
16 |
38.1 |
| By Discretionary |
| Discretionary |
16 |
38.1 |
| Non-Discretionary |
0 |
0.0 |
| Total |
16 |
38.1 |
| By Non-United States Persons |
| Non-United States Persons |
|
2.3 |
| United States Persons |
|
35.8 |
| Total |
16 |
38.1 |
| Firm Profile (Form ADV) |
| Discretionary AUM | $10.4B |
| Clients | 4 (10 non-US) |
| Serves | Institutional |
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