Parah Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
46921 Warm Springs Blvd, 201 B
Fremont CA 94539
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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:
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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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