Parity Investment Management, LLC
RIAState Registered
Total AUM
$700K
Discretionary
$700K
100% of AUM
Avg account
$700K
Accounts
1
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 339848
- Website
- parityinvest.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Parity Investment Management, LLC is a Tennessee-registered limited liability company organized and operated as a hedge fund adviser. The firm serves both individual and family clients as well as institutional and business clients, providing portfolio management for individuals/small businesses, pooled investment vehicles, and institutions. Its fees combine a percentage-of-AUM component with fixed fees and performance-based compensation. Parity does not position itself as an ESG investor and is not a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds89%
- Derivatives10%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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