C
CRD: 132551
Changing Parameters, LLC
LOS Altos, CA, 94022
6503277705
$105.4M Total AUM
$105.4M Disc. AUM
2.5% 3Y CAGR
4 Employees
115 ADV. Clients
21 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- US Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-10-2004
- Office Locations
- 2
Office Locations
201 Main Street Suite 150 LOS Altos CA
-- LOS Altos CA
About Changing Parameters, LLC
Changing Parameters, LLC is a LOS Altos-based RIA with 2 offices. The firm has been operating for 21 years. Managing $105.4M in total assets under management, with 2 advisory representatives. They custody assets with US Bank. Services offered include Financial Planning, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$52.7M AVG AUM / ADVISOR
$916.4K AVG AUM / CLIENT
8.7 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Optima pathway Beacon delta Element
Investment Themes
Vertex
Investment Vehicles
Pathway glacier Zenith summit
Platform
Capital
Services
Value Bridge harbor Prime radial Fusion atlas
Owner & Executives
H
HOWARD PAUL SMITH
Chief Compliance Officer, Managing Member, President
- CRD
- #2097495
- Ownership
- 75% or more
(612) 812-9625
beacon.value@radialcapital.com
in linkedin.com/in/pioneer-alpha
J
Jonathan Y Nakagawa
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
(308) 572-5587
vector.pathway@radialcapital.com
in linkedin.com/in/signal-signal
Showing 2 of 2 owners & executives
Unlock allContacts
N
Nicholas Winstead
--
- CRD
- #7353567
(589) 245-1240
timber.prime@harborcapital.com
in linkedin.com/in/harbor-eagle
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $105,384,876 | $423,232 |
| Non-Discretionary | $0 | -- |
| Total | $105,384,876 | $423,232 |
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Separately Managed Accounts
Total SMA Asset: $105,384,876
Public Funds:
37.7% Cash:
62.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,254,724,191 | 37.7% |
| Cash | $3,725,976,580 | 62.3% |
| Total | $5,980,700,771 | 100.0% |