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Parvin Asset Management LLC
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CRD # | 315701 |
SEC # | 801-122001 |
CIK # | |
AUM | $129.4 MM (2024-03-27) |
Employees | 6 (50% Investors, 0% Brokers) |
Phone | 610-806-9001 |
Address | 401 E 8th Street Sioux Falls, SD 57103 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 48 | 9.4 |
(b) Individuals (high net worth individuals) | 46 | 105.9 |
(c) Banking or thrift institutions | 1 | 2.2 |
(d) Investment companies | 1 | 5.7 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 1 | 1.9 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 2 | 4.3 |
(n) Other | 0 | 0.0 |
Total | 291 | 129.4 |
By Discretionary | ||
Discretionary | 290 | 127.2 |
Non-Discretionary | 1 | 2.2 |
Total | 291 | 129.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 129.4 | |
Total | 291 | 129.4 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Sage Investment Counsel LLC
✚
|
TN | 0.1 |
Intercarolina Financial Services Inc
✚
|
NC | 0.1 |
Kennon-Green & Company LLC
✚
|
CA | 0.1 |
Capital CS Group LLC
✚
|
CA | 0.1 |
del Mar Wealth Management Inc
✚
|
CA | 0.1 |
Aspire Private Wealth Counsel LLC
✚
|
TN | 0.1 |
Maceratio LLC
✚
|
FL | 0.1 |
Nexwealth LLC
✚
|
FL | 0.1 |
AXIM Wealth Management LLC
✚
|
OH | 0.1 |
3rd Creek Investments Inc
✚
|
NV | 0.1 |