Parnassus Funds Distributor, LLC

Broker-DealerFINRA MemberEst. 1984
Total AUM
Advisory reps
59
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 is classified as a fund distributor rather than an investment manager or fiduciary adviser. It has been SEC-registered since 1984 and is listed as a domestic entity/individual owner type. Multiple operational flags in the snapshot indicate the firm does not act as a capital allocator, is not a multi-state adviser, and is not positioned as an ESG-focused investor. The firm's primary role appears to be distribution-related activities for investment vehicles; the FINTRX data does not describe advisory mandates, model management, or direct portfolio management responsibilities.

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 7
  • Jennifer Brunner

    Jennifer Brunner

    Managing Director, Chief Compliance OfficerCRD 1137783

  • John Skidmore

    John Skidmore

    Chief Compliance OfficerCRD 2662312

  • Marc Mahon

    Marc Mahon

    Chief Operating Officer & Chief Financial OfficerCRD 4829506

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Contacts

3 of 52
  • Wesley Driggers

    Wesley Driggers

    Director of ComplianceCRD 6267059

  • Anthony Purdue

    Anthony Purdue

    ETF SpecialistCRD 8088340

  • Jason Knight

    Jason Knight

    PartnerCRD 3217684

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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