PARALEL ADVISORS LLC

RIASEC RegisteredEst. 2021
Total AUM
$2.7B
Discretionary
$2.7B
100% of AUM
Avg account
$890M
Accounts
3
Employees
6
Advisory reps
2

Firm details

Headquarters
DENVER, Colorado
CRD number
315804
Registered since
October 8, 2021
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Paralel Advisors LLC is an SEC-registered investment adviser organized as an LLC and operating primarily with institutional mandates. The firm’s stated advisory activity is portfolio management for investment companies, and it charges clients on a percentage-of-assets-under-management basis. Paralel Advisors registered with the SEC in 2021, identifies as a domestic entity with individual ownership, and reports a broker‑dealer industry affiliation. It does not present itself as an active ESG investor, a multi‑state adviser, a pension consultant, or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • JEREMY MAY

    Founder & CEOCRD 2744563

  • CHRISTOPHER MOORE

    General Counsel and Chief Compliance OfficerCRD 7437163

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

DENVER, CO

DENVER

Location

DENVER, CO

Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
DENVER
Address
1700 Broadway
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth