Paralel Advisors LLC

RIASEC Registered
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 institutional registered investment adviser that provides portfolio management services for investment companies. The firm is registered with the SEC (registered in 2021) and bills clients on a percentage-of-AUM basis. Its client base is institutional and the firm is not positioned as a capital allocator; it does not identify as an active ESG investor, a pension consultant, or a multi-state adviser. Ownership is listed as a combination of a domestic entity and an individual, and the firm maintains an affiliation with a broker‑dealer.

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

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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