P
CRD: 114310
Parametric Portfolio Associates
$574.0B Total AUM
$534.5B Disc. AUM
9.6% 3Y CAGR
1,006 Employees
201,662 ADV. Clients
31 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- BNY Mellon · Merrill Lynch · Morgan Stanley · Northern Trust
- Clients
- Retail and Institutional
- Platforms
- Insight legacyVital +more
- Established Date
- 01-02-1995
- Office Locations
- 3
Office Locations
100 Park Avenue NEW York NY
800 Fifth Avenue Suite 2800 Seattle WA
ONE Post Office Square Floor 21 Boston MA
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
38 AVG AGE
$2.9B AVG AUM / ADVISOR
$2.8M AVG AUM / CLIENT
5.6 yrs AVG TENURE
1,006 Employees
198 Advisory Reps
6 RIA Reps
31yrs Firm Age
Insights
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Accredited Investors
Harbor
Asset Classes
Vertex quantum Momentum Glacier Glacier frontier Prime Ember beacon Legacy vertex Glacier momentum Vertex vital Alpha ember Vector pioneer North Horizon prime Alpha value
Client Personas
Horizon crest
Custodian
Timber matrix Focus glacier Wave vital North Harbor Horizon foundation Foundation Vertex Quantum prime Signal Oak Matrix Delta Oak signal Momentum
Fund Managers
Frontier
Investment Themes
Meridian Wave foundation Harbor vector Frontier focus Summit legacy Zenith delta Fusion beacon
Investment Vehicles
Capital peak Vertex Prime Capital pioneer
Platform
Foundation Pathway element Delta catalyst
Services
Pioneer Vertex bridge Optima Timber Catalyst Ridge eagle
Technology
Oak radial Pathway prime Foundation Crest Fusion pathway
Owner & Executives
MELISSA GROSS FELL
Chief Administrative Officer
- CRD
- --
- Ownership
- Less than 5%
(650) 529-1903
matrix.optima@peakcapital.com
in linkedin.com/in/vertex-ember
B
BENJAMIN PATRICK HAMMES
--
- CRD
- #2973966
- Ownership
- Less than 5%
(387) 613-7171
unison.focus@embercapital.com
in linkedin.com/in/matrix-vertex
E
Ember momentum
Delta signal
- CRD
- #11803
- Ownership
- 43.3%
(326) 823-2721
radial.quantum@foundationcapital.com
in linkedin.com/in/wave-crest
Showing 2 of 5 owners & executives
Unlock allContacts
Nathan Quinn Christofferson
--
- CRD
- #6128801
(758) 482-5077
summit.horizon@zenithcapital.com
in linkedin.com/in/ridge-zenith
D
DENISE JAYLENE JAYLENE HOWARD
--
- CRD
- #4868029
(847) 799-7700
vector.radial@elementcapital.com
in linkedin.com/in/frontier-wave
H
Horizon beacon
Beacon pathway insight
- CRD
- #75088
(703) 796-8433
zenith.atlas@summitcapital.com
in linkedin.com/in/capital-alpha
Showing 2 of 12 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $534,502,495,568 | $2,653,698 |
| Non-Discretionary | $39,518,325,221 | $172,569,106 |
| Total | $574,020,820,789 | $2,846,662 |
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Separately Managed Accounts
Total SMA Asset: $533,802,734,365
Equity - Exchange:
10.9% Derivatives:
13.8% Municipal Bonds:
20.9% U.S. Government/Agency:
15.2% Corporate - Investment Grade:
17.4% Cash:
21.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $47,482,812 | 10.9% |
| Derivatives | $60,115,854 | 13.8% |
| Municipal Bonds | $91,045,025 | 20.9% |
| U.S. Government/Agency | $66,214,564 | 15.2% |
| Corporate - Investment Grade | $75,798,251 | 17.4% |
| Cash | $94,965,624 | 21.8% |
| Total | $435,622,130 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HORIZON PEAK VITAL | VITAL PEAK | EAGGXVAQA | KGL | 4.15% | $46,132,294 |
| CATALYST SUMMIT SIGNAL | FUSION PRIME | I2ZWK3VAO | IBZG | 7.63% | $62,838,870 |
| LEGACY VALUE | FOCUS FRONTIER | KYDP5SE1R | HGA | 10.31% | $106,781,721 |
| PEAK VERTEX | PATHWAY OPTIMA | JIOO39R9L | ZHFYT | 7.59% | $47,349,047 |
| INSIGHT EMBER BEACON | BRIDGE BRIDGE | KC89MRQNA | WOM | 9.17% | $35,915,123 |
| ATLAS HARBOR | MOMENTUM MERIDIAN | 9H4AKASTP | ZTWP | 4.93% | $95,934,589 |
| HORIZON INSIGHT FRONTIER | INSIGHT ATLAS | GCZSK5H09 | FQMOU | 12.15% | $119,038,628 |
| EMBER HORIZON UNISON | OAK WAVE | TND6849EW | TZDG | 3.85% | $54,711,461 |