Parity Investment Management, LLC

Parity Investment Management provides ongoing portfolio management and limited-scope, one‑time advisory consultations delivered via live written chat and scheduled phone or video meetings. Its clients include individuals and high‑net‑worth individuals and, less commonly for independent advisers, pooled investment vehicles and institutional relationships; the firm also acts as a sub‑adviser, offering options overlay services to other registered advisers.

The firm documents client objectives in an Investment Policy Statement and uses fundamental analysis, modern portfolio theory, and quantitative methods to build portfolios that primarily emphasize equities while employing options, short sales, fixed income, ETFs and other instruments for diversification and risk management. It offers limited discretionary authority for overlay option strategies and uses illustrative analyses produced by an affiliated technology platform as one input to, but not a replacement for, its investment decision‑making.

Noteworthy features include its prior role as investment adviser and general partner to OneThirty Equity Fund L/S, LP (whose positions have been liquidated and which is closed to new investors) and the historical use of performance‑based fees for that fund—arrangements that are uncommon among independent solo advisers. The firm discloses common ownership with a separate technology company that markets outcome‑modeling tools, describes steps to address resulting conflicts of interest, and requires ongoing managed accounts to be custodied at Interactive Brokers while overlay services operate under the primary adviser’s custodial relationships.