PARVIN FUND MANAGEMENT
Firm details
- Headquarters
- SIOUX FALLS, South Dakota
- CRD number
- 311304
- Registered since
- November 17, 2020
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Parvin Fund Management is a small, institutional-focused investment adviser that concentrates on portfolio management for investment companies. Registered with the SEC in 2020 and organized as a limited liability company under individual ownership, the firm runs a compact operation focused on managing a single institutional mandate rather than broad retail wealth-management or multi-client advisory services. Its business model is fee-based on a percentage of assets under management, and it does not position itself as a capital allocator or an active ESG investor. The firm is classified as unclassified and lists its industry affiliation as an other investment adviser, which fits a specialist manager that runs one or a few pooled vehicles rather than a diversified advisory platform. Parvin Fund Management’s profile suggests a boutique setup: concentrated AUM, discretionary control over the assets it manages, and an emphasis on running investment companies rather than providing broad consulting, pension services, or family office offerings. The adviser is not listed as a multi-state adviser in its regulatory summary and is not flagged as a pension consultant or related adviser.
Assets & Accounts
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
Contacts
2 of 2TODD KEATING
Managing DirectorCRD 2366291
JAMES SMITH
Managing Director & Portfolio ManagerCRD 1094733
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SIOUX FALLS, SD
MINNEHAHA
Location
SIOUX FALLS, SD
Headquartered in SIOUX FALLS, SD, in the Midwest of the United States.
- Region
- Midwest
- County
- MINNEHAHA
- Address
- 401 E 8th St
- Time zone
- CT (UTC-6)
- Office locations
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