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 organized as a limited liability company and is registered with the SEC (registration effective 2020). The firm is classified as an institutional registered investment adviser and is owned by an individual. Its stated advisory activity is portfolio management for investment companies, and it charges fees as a percentage of assets under management. Clients are institutional in nature rather than retail households. The firm does not describe itself as an active ESG investor and does not identify as a pension consultant or capital allocator. Industry affiliation is listed as “Other Investment 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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