Parnassus Funds Distributor, LLC

Broker-DealerFINRA MemberEst. 1984
Total AUM
Advisory reps
58
Avg account
$0

Firm details

Headquarters
Portland, Maine
CRD number
15883
Registered since
December 18, 1984

Firm profile

FINTRX

Overview

Parnassus Funds Distributor, LLC is organized as a limited liability company and has been SEC-registered since 1984. The firm is classified as a fund distributor rather than an investment manager or capital allocator. According to the available record, it is owned by a domestic entity and an individual and does not operate as a multi-state registered investment adviser or a pension consultant. The firm's profile indicates no active role in directing client capital or offering investment advisory services in house. It is not identified in the record as an active ESG investor and is not listed as a related adviser to another advisory firm.

Assets & Accounts

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Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 6
  • Nikhil Sinha

    Nikhil Sinha

    Chief Marketing OfficerCRD 4403019

  • Downey Blount

    Downey Blount

    Deputy Chief Compliance OfficerCRD 2468787

  • Marc Mahon

    Marc Mahon

    Chief Operating Officer & Chief Financial OfficerCRD 4829506

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Contacts

3 of 52
  • Jacqueline Lyons

    Jacqueline Lyons

    Marketing ComplianceCRD 5291182

  • Ryan Ripkowski

    Ryan Ripkowski

    Financial AdvisorCRD 7182218

  • Marguerita Hardy

    Registered RepresentativeCRD 6294272

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Portland, ME

Cumberland

Location

Portland, ME

Headquartered in Portland, ME, anchoring the Portland-Lewiston-South Portland, ME metro in the Northeast.

Metro area
Portland-Lewiston-South Portland, ME
Region
Northeast
County
Cumberland
Address
190 Middle St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth