$55.0M Total AUM
$55.0M Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-26-2008
- Office Locations
- 1
Office Locations
46921 Warm Springs Blvd 201b Fremont CA
About Parah Capital Management, LLC
Parah Capital Management is an independent RIA in Fremont, CA providing investment management and financial planning, including tax, estate and insurance planning. The firm cites 20+ years average market experience and a focus on risk management and socially responsible investing, with portfolios using equities, ETFs and government bonds. Custody includes Schwab.
Team overview
61 AVG AGE
$55.0M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
17.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
Available
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
H
HOWARD SHAUHAU CHEN
Chief Compliance Officer, Chief Executive Officer
- CRD
- #2105227
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $55,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Cash:
Available Equity - Exchange:
Available Sovereign Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Sovereign Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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