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 institutional registered investment adviser that focuses on managing portfolios for investment companies. The firm is organized as an LLC and has been SEC-registered since 2021. Its clientele is institutional in nature, it charges fees as a percentage of assets under management, and it does not identify as an active ESG investor. Paralel is not structured as a capital allocator to external managers; instead its activities center on direct portfolio management. The firm also has an industry affiliation as a broker-dealer.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

2 of 2
  • Jeremy May

    Jeremy May

    Founder & CEOCRD 2744563

  • Christopher Moore

    Christopher Moore

    General Counsel and Chief Compliance OfficerCRD 7437163

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