PARAMETRIC HOLDINGS LLC

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Jamaica Plain, Massachusetts
CRD number
323275
Registered since
September 19, 2022

Firm profile

FINTRX

Overview

Parametric Holdings LLC is a limited liability company that registered with the SEC in 2022. The firm is classified as Unclassified in the dataset and is owned by an individual. It is not designated as a capital allocator and is flagged as not actively incorporating ESG into its investment approach. The firm’s public affiliations indicate it serves as a sponsor, general partner, or managing member of pooled investment vehicles, which suggests its primary activity is operating private investment structures rather than acting as a traditional multi-state advisory firm.

Assets & Accounts

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

1 of 1
  • Robert Kittler

    Chief Financial OfficerCRD 8246654

Contacts

3 of 4
  • RODRIGO PRUDENCIO

    Managing PartnerCRD 6045971

  • DEVDUTT YELLURKAR

    General PartnerCRD 6036602

  • Brian Halligan

    MemberCRD 7633764

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Jamaica Plain, MA

SUFFOLK

Location

Jamaica Plain, MA

Headquartered in Jamaica Plain, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
50 Eliot St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth