A complete list of active advisors currently associated with Parthenon LLC

Warmer can help you find a great advisor at Parthenon LLC or one who fits your needs even better.

Parthenon LLC primarily serves families, trusts, family foundations and related entities, offering discretionary equity and fixed‑income portfolio management and acting as adviser and general partner to a private pooled partnership (Fort Nelson) that accepts accredited investors. The firm manages about $1.22 billion across roughly 219 client relationships and typically requires a $1 million minimum account size, indicating a client base concentrated among high‑net‑worth households rather than non‑HNW individual clients. Investment decisions are driven by original, in‑house research for both equities and bonds, with each client assigned a portfolio manager and administrator and a dedicated fixed‑income specialist handling bond selection and maturity management. Portfolios are tailored to client objectives, favor long‑term ownership (average holding period over four years with turnover under 25%), and use high‑quality fixed‑income securities while seeking concentrated equity positions bought at discounts to estimated intrinsic value. Notable distinctions include the firm’s role as general partner and advisor to a pooled investment vehicle that may collect performance‑based fees for accredited investors, and stated procedures to monitor trading and manage side‑by‑side conflicts between the fund and advisory clients; the fund’s custodian arrangement involves a broker‑dealer agent with a familial relationship to a firm principal. The brochure also discloses a recent regulatory order arising from a clerical oversight that allowed an employee to act without proper registration, the firm’s limited custody arrangements subject to surprise audits, universal employee ownership, and an AUM‑per‑advisor level that is high relative to many peer teams.

To learn more about the advisors currently working at Parthenon LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.