CRD: 114310
Parametric Portfolio Associates
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Request a Free TrialFirm Details
- Custodian
- BNY Mellon · Capital Group · Merrill Lynch · Morgan Stanley · Northern Trust · State Street
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-02-1995
- Office Locations
- 3
Office Locations
About Parametric Portfolio Associates
Parametric Portfolio Associates delivers tailored, transparent, systematic portfolio solutions for advisors, wealth managers, and institutions, including direct indexing, active tax management, and overlay strategies. Designed to target precise market exposures while managing risk and taxes, its Custom Active offering adds enhanced tax management and customization tools to established equity strategies.
Reported data analysis
What the numbers show
Between August 15, 2025 and April 21, 2026, reported AUM increased 19.3%, from $574.0B to $684.8B.
Across 5 reported observations, AUM increased 59.7% between June 6, 2022 and April 21, 2026, from $428.9B to $684.8B.
Of the latest reported AUM, 94.0% is discretionary and 6.0% is non-discretionary.
The firm reports 213 advisory representatives and 240,309 clients, or 1,128.2 clients per representative. That equates to $2.8M in reported AUM per client.
The profile lists 3 reported office locations and 31 years in operation. The source data was last updated on April 21, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Parametric Portfolio Associates record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MELISSA GROSS FELL
Chief Administrative Officer
- CRD
- --
- Ownership
- Less than 5%
BENJAMIN PATRICK HAMMES
EXECUTIVE DIRECTOR
- CRD
- #2973966
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
Unlock allContacts
Nathan Quinn Christofferson
--
- CRD
- #6128801
DENISE JAYLENE JAYLENE HOWARD
Managing Director, Head of Institutional Client and Consultant Relations
- CRD
- #4868029
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $643,886,790,286 | $2,698,570 |
| Non-Discretionary | $40,890,346,743 | $24,383,033 |
| Total | $684,777,137,029 | $2,849,913 |
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Separately Managed Accounts
SMA allocation detail is available
Parametric Portfolio Associates has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Parametric Portfolio Associates's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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