CRD: 114310
Parametric Portfolio Associates
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- Custodian
- BNY Mellon · Capital Group · Merrill Lynch · Morgan Stanley · Northern Trust · State Street
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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