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Parallel Advisors, LLC

● SEC registered since 2007CRD 140800SEC# 801-68107San Francisco, CA
Export (members)
Reg. AUM
$8.74B
Employees
126
Accounts
14,928
Location
San Francisco, CA

Parallel Advisors, LLC assets under management

Parallel Advisors, LLC is an SEC-registered investment adviser based in San Francisco, CA. The firm has been registered since 2007. It reports $8.7 billion in regulatory assets under management and employs 126 people.

Parallel Advisors, LLC owners & executives

28 reported
NameTitleOwnershipSince
Daniel Jonathan Haspel ControlElected ManagerUnder 5%2022
Diane Deluca Gabianelli ControlChief Financial OfficerUnder 5%2022
Jacob Frederick Schutt ControlChief Technology OfficerUnder 5%2022
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Frequently asked questions

How much does Parallel Advisors, LLC manage?

Parallel Advisors, LLC reports $8.7 billion in regulatory assets under management on its Form ADV.

How many employees does Parallel Advisors, LLC have?

Parallel Advisors, LLC reports 126 employees.

Where is Parallel Advisors, LLC located?

Parallel Advisors, LLC is based in San Francisco, CA and has been SEC-registered since 2007.

Does Parallel Advisors, LLC disclose fund performance?

Parallel Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address150 Spear Street, Suite 1600, San Francisco, CA 94105
Phone866-627-6984
Fax415-520-9659
Office hours8a.m. To 5p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1690010
Discloses disciplinary historyNo

Assets under management

Discretionary$8.73B
Non-discretionary$3.8M
Total (RAUM)$8.74B