PARIVEDA INVESTMENT MANAGEMENT

Overview

Pariveda Investment Management operates as a small, privately held corporate advisory firm focused on individuals and families. The firm charges clients on a percentage-of-assets basis and provides discretionary portfolio management as its primary service, covering both individuals/small businesses and business or institutional clients. Investment activity skews toward publicly traded equities—particularly exchange-traded vehicles—and the firm supplements core equity exposure with third-party alternative managers in areas like hedge funds, real estate and digital currency. Pariveda is not positioned as a capital allocator and does not identify as an active ESG investor or a multi-state adviser. Portfolio construction appears to follow a manager-driven, discretionary approach: a significant portion of assets are actively managed at the discretion of the firm, while a small portion remains non-discretionary. Custody and execution are concentrated through a single major custodian, which supports the firm’s reliance on exchange-traded instruments and mutual funds for core exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices