|
⚲
|
| Keyboard |
| Parvin Asset Management LLC
✚
|
|
|---|---|
| CRD # | 315701 |
| SEC # | 801-122001 |
| CIK # | 0002056764 |
| AUM | 179.0 M (2026-03-30) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 610-806-9001 |
| Address | 401 E 8th Street Sioux Falls, SD 57103 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002056764 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.2 | ||
| Newmont Mining Corp /DE/ | 4.3 | ||
| Agnico Eagle Mines Ltd | 4.2 | ||
| Coeur D Alene Mines Corp | 3.9 | ||
| Hecla Mining Co/De/ | 3.6 | ||
| Endeavour Silver Corp | 3.0 | ||
| Royal Gold Inc | 2.8 | ||
| Osisko Gold Royalties Ltd | 2.7 | ||
| Silvercorp Metals Inc | 2.2 | ||
| Microsoft Corp | 2.1 | ||
| Amgen Inc | 2.0 | ||
| EOG Resources Inc | 2.0 | ||
| Kinross Gold Corp | 2.0 | ||
| United Technologies Corp /DE/ | 2.0 | ||
| Pan American Silver Corp | 1.9 | ||
| First Majestic Silver Corp | 1.8 | ||
| LKQ Corp | 1.8 | ||
| Clorox Co /DE/ | 1.8 | ||
| Equinox Gold Corp | 1.7 | ||
| Wheaton Precious Metals Corp | 1.6 | ||
| Alamos Gold Inc | 1.6 | ||
| Sturm Ruger & Co Inc | 1.5 | ||
| Barrick Gold Corp | 1.4 | ||
| Triple Flag Precious Metals Corp | 1.4 | ||
| Verizon Communications Inc | 1.3 | ||
| Franco Nevada Corp | 1.3 | ||
| SSR Mining Inc | 1.3 | ||
| Chevron Corp | 1.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 55 | 20.4 |
| (b) Individuals (high net worth individuals) | 39 | 144.5 |
| (c) Banking or thrift institutions | 1 | 1.3 |
| (d) Investment companies | 1 | 10.1 |
| (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 | 1.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 301 | 179.0 |
| By Discretionary | ||
| Discretionary | 300 | 177.7 |
| Non-Discretionary | 1 | 1.3 |
| Total | 301 | 179.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 179.0 | |
| Total | 301 | 179.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002056764] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Beers Kight Financial Advisors LLC
✚
|
SC | 179.4 M |
|
Waystone Advisors LLC
✚
|
179.3 M | |
|
Investment Advisory Services Group LLC
✚
|
FL | 179.3 M |
|
Dowling Financial Services Inc
✚
|
CT | 179.3 M |
|
Brighttree Wealth Management LLC
✚
|
179.0 M | |
|
Mirretti Perryman Wealth Strategies LLC
✚
|
IL | 178.9 M |
|
True Square Financial LLC
✚
|
GA | 178.8 M |
|
Clearview Wealth Management LLC
✚
|
CA | 178.5 M |
|
AJF Capital Management Inc
✚
|
NY | 178.5 M |
|
Core Financial Advisors LLC
✚
|
CA | 178.5 M |