Parallel Advisors is an investment advisor in San Francisco with $5.71 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
204420591
SEC advisor number
801-68107
FINRA CRD number
140800
AUM ?
$5.71 bn
(as of 17 Apr 23)
Accounts
12,629
(as of 17 Apr 23)
Employees
91
(43 investment advisory or research)
Address
Parallel Advisors
150 SPEAR STREET, STE 950
SAN FRANCISCO
CA 94105
150 SPEAR STREET, STE 950
SAN FRANCISCO
CA 94105
Office hours
Monday - Friday, 8AM TO 5PM
Phone
4157289198
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Rendic, Jerry, Eilert | Chief Executive Officer | 12/2022 | < 5% |
Gabianelli, Diane, Deluca | Chief Financial Officer | 12/2022 | < 5% |
Srinivasan, Sangeetha, Kapisthalam | Chief Compliance Officer | 03/2018 | < 5% |
Haspel, Daniel, Jonathan | Elected Manager | 12/2022 | < 5% |
Prism Acquisition, LLC | Member | 12/2022 | > 75% |
Parallel Mergerco Ii-r, LLC | Member | 12/2022 | 10-25% |
Haspel, Daniel, Jonathan | Elected Manager | 11/2022 | |
Prism Intermediate Investments, LLC | Member | 11/2022 | > 75% |
Haspel, Daniel, Jonathan | Elected Manager | 12/2022 | |
Prism Acquisition, LLC | Member | 11/2022 | > 75% |
Haspel, Daniel, Jonathan | Elected Manager | 11/2022 | |
Prism Topco, L.P. | Member | 11/2022 | > 75% |
Prism Topco GP, LLC | General Partner | 11/2022 | |
Ggcof Prism Blocker, LLC | Limited Partner | 11/2022 | 25-50% |
Golden Gate Capital Opportunity Fund, L.P. | Limited Partner | 11/2022 | 25-50% |
Haspel, Daniel, Jonathan | Elected Manager | 11/2022 | |
Zhu, Jennifer, No Middle Name | Elected Manager | 12/2022 | |
Scanlan, Matthew, Howard | Elected Manager | 12/2022 | |
Rendic, Jerry, Eilert | Elected Manager | 12/2022 | |
Ggcof Prism Splitter, L.P. | Member | 11/2022 | > 75% |
Golden Gate Capital Opportunity Fund-a, L.P. | Managing Member | 11/2022 | > 75% |
GGC Opportunity Fund Management, L.P. | General Partner | 11/2022 | > 75% |
GGC Opportunity Fund Management, L.P. | General Partner | 11/2022 | 25-50% |
Golden Gate Capital Opportunity Fund, L.P. | Limited Partner | 11/2022 | 25-50% |
Ggcof Prism Blocker, LLC | Limited Partner | 11/2022 | 25-50% |
GGC Opportunity Fund Management, L.P. | General Partner | 11/2022 | > 75% |
Golden Gate Capital Opportunity Fund-a, L.P. | Managing Member | 11/2022 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
4 Aug 23
13F-HR
Quarterly holdings report by institutional manager
25 Apr 23
13F-HR
Quarterly holdings report by institutional manager
3 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
1 Aug 22
13F-HR
Quarterly holdings report by institutional manager
28 Apr 22
13F-HR
Quarterly holdings report by institutional manager
20 Jan 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
2 Nov 21