Parah Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$55,000,000
Total clients
29
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
29
Average account size
$1,896,552
About
Parah Capital Management, LLC is a state-registered investment adviser that provides integrated financial planning and portfolio management to individuals, businesses, retirement plans, trusts and estates. The firm works with a small client base and manages approximately $55 million in client assets, preparing written financial plans for clients as part of its advisory services.
The firm employs a "Core++" investment approach that combines a broadly diversified core intended to approximate market returns with an active selection element intended to pursue additional return; it emphasizes equities as the nucleus of portfolios, a value orientation, long-term holding, and fundamental research. Investment recommendations are implemented across a range of instruments (equities, fixed income, mutual funds/ETFs and options) and accounts are reviewed periodically with ongoing monitoring and discretionary management for a portion of assets.
A notable and uncommon feature for an independent firm of this size is that the firm and its principals are affiliated with a broker-dealer and are registered representatives, and the brochure discloses the possibility of executing non-fee Series 7 transactions and receiving portions of commissions or 12b-1 fees through an executing broker-dealer. The brochure also notes the firm’s stated fee-only advisory model in one section while separately disclosing these brokerage relationships and the firm’s procedures to address best execution and potential conflicts of interest.
Client services
Portfolio management
Expertise
General retirement planning
Income planning
Equity compensation tax strategy
Business succession planning
Cash flow / budgeting
Fee options
$0 - $500,000: 1.25% $500,000 - $1,000,000: 1.25% $1,000,000 - $2,500,000: 1.25% $2,500,000 - $5,000,000: 1.10% $5,000,000+: Negotiable
Account minimum: $500,000 Minimum fee: $4,000 minimum annual fee for accounts under $500,000 Fee-only: Fee-only investment advisory firm paid on percentage of client assets managed; no commissions or sales compensation
Main office location
Parah Capital Management, LLC
46921 Warm Springs Blvd, 201 B
Fremont CA 94539, United States
Number of offices
1
Most active in
Parah Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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