PARAMETRIC PORTFOLIO ASSOCIATES

RIASEC RegisteredEst. 2001

Total AUM

$685B

Discretionary

$644B

94% of AUM

Avg account

$2.8M

Accounts

240,280

Employees

1,109

Advisory reps

Firm details

Headquarters: SEATTLE, Washington
CRD number: 114310
Registered since: August 17, 2001
Website: www.parametricportfolio.com
Custodians: MORGAN STANLEY & CO. LLC, THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI46.51%
Pension & Profit Sharing Plans15.76%
Charitable Organizations10.85%
Corporations / Businesses9.55%
Individuals9.48%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Parametric Portfolio Associates is an LLC that has been SEC-registered since 2001 and is organized and operated as a hedge-fund-classified investment firm. It provides portfolio management across a range of client types—individuals and families as well as institutional clients—and its advisory activities extend to separate accounts, pooled investment vehicles and investment companies. The firm conducts business as a commodity pool operator/commodity trading adviser in addition to other industry roles, and it reports fee arrangements that include both percentage-of-AUM and fixed-fee structures. Parametric identifies as an active ESG investor and lists a broad set of industry affiliations, including broker-dealer relationships, registered municipal advisor and security‑based swap dealer registrations, futures commission merchant activity, trust company functions, real estate brokerage and sponsor/GP roles for pooled vehicles.