Parabolic Asset Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 171206
- Website
- parabolic.us
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI68.91%
- Individuals31.09%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of Periodicals
Firm profile
FINTRXOverview
Parabolic Asset Management LLC is an independent, owner-operated registered investment adviser organized as an LLC that focuses on private clients and families. The firm provides financial planning and discretionary portfolio management for individuals, small businesses and other institutions, and it also produces periodic publications or newsletters. Its billing model combines a percentage-of-assets fee with hourly charges. Parabolic reports that it is not a multi-state adviser, does not operate as a capital allocator, and does not identify as an active ESG investor. The firm’s services are tailored toward individual and family relationships rather than institutional or pension consulting mandates.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds81%
- Exchange Traded Equities17%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Rainier Trinidad
PresidentCRD 4772969
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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