PARTHENON LLC
Firm details
- Headquarters
- LOUISVILLE, Kentucky
- CRD number
- 107794
- Registered since
- April 16, 1999
- Website
- www.parthenonllc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI88.15%
- Corporations / Businesses5.49%
- Charitable Organizations3.34%
- Pension & Profit Sharing Plans1.55%
- Pooled Investment Vehicles1.46%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Parthenon LLC is an independent registered investment adviser formed as an LLC and operating since 1999. The firm serves both individual/family clients and institutional/business accounts, providing portfolio management across private client and institutional mandates. Its compensation mixes a percentage-of-assets model with performance-based fees. Parthenon does not position itself as a capital allocator, does not present as an active ESG investor, and is not a multi-state adviser according to the available filing data.
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
- Exchange Traded Equities76%
- State & Local Bonds11%
- Cash & Cash Equivalents5%
- US Government Bonds4%
- Investment Grade Corp Bonds4%
Owners & executives
1 of 1THOMAS COREA
Chief Executive OfficerCRD 1711319
Contacts
3 of 4TODD LOWE
President and OwnerCRD 1105618
TONY COFFEY
Executive Vice PresidentCRD 2464952
MATTHEW CARPER
Senior Vice PresidentCRD 2890738
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 21Active vs passive
$44.7M in ETFs
100%
$44.7M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $9M | 14,995 | 20.04% |
Location
LOUISVILLE, KY
JEFFERSON
Location
LOUISVILLE, KY
Headquartered in LOUISVILLE, KY, anchoring the Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN metro in the South.
- Metro area
- Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN
- Region
- South
- County
- JEFFERSON
- Address
- 435 N Whittington Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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