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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- VectorHorizon +more
- Established Date
- 06-06-2014
- Office Locations
- 1
Office Locations
About Parabolic Asset Management LLC
Parabolic Asset Management is a Coronado, CA fee-only RIA providing discretionary portfolio management and retirement-focused financial planning. Led by CFA charterholder Rainier Trinidad (25 years across traditional and hedge fund management), the firm uses a “wisdom of crowds” asset-allocation approach designed to participate in broad market advances while seeking protection in downturns. Custody includes Interactive Brokers.
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Owner & Executives
RAINIER CHRISTOPHER TRINIDAD
Advisor, Chief Compliance Officer, President
- CRD
- #4772969
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,052,602 | -- |
| Non-Discretionary | $2,611,534 | -- |
| Total | $23,664,136 | -- |
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Separately Managed Accounts
Total SMA Asset: $23,664,136
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $244,606,322 | 30.5% |
| Equity - Exchange | $117,892,227 | 14.7% |
| Cash | $439,489,393 | 54.8% |
| Total | $801,987,942 | 100.0% |