Parisi Capital

Overview

Parisi Capital is a small, independent Registered Investment Adviser that focuses on fee-based portfolio management and financial planning for individuals and small businesses. The firm manages client assets on a discretionary basis and favors equity-driven portfolios, with a clear preference for exchange-traded instruments as core building blocks. Parisi Capital positions itself as a capital allocator — able to employ third‑party managers or outside funds when appropriate — but its current footprint shows a straightforward, equity-first approach rather than broad deployment into specialized alternative strategies. Investment services are delivered under a percentage-of-AUM fee model. The firm does not emphasize ESG investing, and its registered activities center on comprehensive financial planning and ongoing portfolio management rather than pension consulting or multi-state advisory programs. Given its client base of individuals and families, portfolios appear geared toward taxable and retirement household needs rather than institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices