Parthenon LLC
Firm details
- Headquarters
- Louisville, Kentucky
- CRD number
- 107794
- Registered since
- April 16, 1999
- Website
- www.parthenonllc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI88.15%
- Corporations / Businesses5.49%
- Charitable Organizations3.34%
- Pension & Profit Sharing Plans1.55%
- Pooled Investment Vehicles1.46%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Parthenon LLC is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 1999. The firm manages portfolios for both high-net-worth individuals and institutional clients, with advisory services focused on discretionary portfolio management for individuals, small businesses and for businesses or institutions. Compensation is based on a percentage of assets under management and can include performance-based fees, and the firm also advises at least one pooled vehicle structured as a hedge fund. Parthenon is not positioned as a capital allocator, does not identify as an active ESG investor, and is not flagged as a multi-state adviser in the source data.
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
- Exchange Traded Equities76%
- State & Local Bonds11%
- Cash & Cash Equivalents5%
- US Government Bonds4%
- Investment Grade Corp Bonds4%
Owners & executives
1 of 1
Thomas Corea
Chief Executive OfficerCRD 1711319
Contacts
3 of 4
Todd Lowe
President and OwnerCRD 1105618
Tony Coffey
Executive Vice PresidentCRD 2464952
Matthew Carper
Senior Vice PresidentCRD 2890738
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 25Active vs passive
$52.6M in ETFs
100%
$52.6M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $10.5M | 15,319 | 20.02% |
Location
Louisville, KY
Jefferson
Location
Louisville, KY
Headquartered in Louisville, KY, anchoring the Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN metro in the South.
- Metro area
- Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN
- Region
- South
- County
- Jefferson
- Address
- 435 N Whittington Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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