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PARALLEL ADVISORS, LLC

Business and Investment Profile

The PARALLEL ADVISORS, LLC is a privately held investment adviser that advises $10.31Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. PARALLEL ADVISORS, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 170.43% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 19.11 years and is comprised of 1 filing and 0 relying advisers. They operate out of 13 office locations with their Headquarters at 150 SPEAR STREET SUITE 1600, SAN FRANCISCO, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 137 employees comprised of 61 investment and 76 non-investment staff. The total number of Employees increased by 110.77% over the last 5-years.

Asset Profile

Their $10.31Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 71 other accounts. Assets of High Net Worth Individuals clients own $5.44Bn or 52.75% of Total Assets and Individuals own $3.83Bn or 37.18% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses fixed fees and management fees.

Sub-Advisers

PARALLEL ADVISORS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: PARALLEL ADVISORS, LLC

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Keywords: Parallel Advisors, Parallel
Generated 2026-09-12T06:48:05.3976146.  © 2026 Convergence.