PARAH CAPITAL MANAGEMENT, LLC

RIASEC Registered
Total AUM
$55M
Discretionary
$55M
100% of AUM
Avg account
$585K
Accounts
94
Employees
1
Advisory reps
1

Firm details

Headquarters
FREMONT, California
CRD number
148353
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Parah Capital Management, LLC is a privately owned limited liability company that provides portfolio management for individuals and small businesses. The firm operates as a registered representative of a broker‑dealer and charges clients on a percentage‑of‑assets basis. Its client focus is individual and family investors rather than institutional mandates, and it does not position itself as a capital allocator or pension consultant. The firm is not flagged as an active ESG investor and does not identify as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 50%, Exchange Traded Equities 15%, Cash & Cash Equivalents 15%, US Government Bonds 10%, Sovereign Bonds 10%50%
  • Non-Exchange Traded Equities50%
  • Exchange Traded Equities15%
  • Cash & Cash Equivalents15%
  • US Government Bonds10%
  • Sovereign Bonds10%

Contacts

1 of 1
  • HOWARD CHEN

    Managing Partner & Co-FounderCRD 2105227

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

FREMONT, CA

ALAMEDA

Location

FREMONT, CA

Headquartered in FREMONT, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
ALAMEDA
Address
46921 Warm Springs Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth