$9.1M Total AUM
$9.1M Disc. AUM
-- 3Y CAGR
1 Employees
44 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-22-2020
- Office Locations
- 1
Office Locations
-- Stirling NJ
About Parisi Capital
Parisi Capital is an independent NJ-based RIA working with individuals and families—from young professionals to high-net-worth retirees—starting with a full financial picture, a financial plan, and an implemented investment strategy. Portfolios emphasize asset allocation and risk management, with heavy use of ETFs and select mutual funds. Custodied at Charles Schwab.
Team overview
-- AVG AGE
$9.1M AVG AUM / ADVISOR
$207.0K AVG AUM / CLIENT
6.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
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Asset Classes
Vital wave Delta focus
Client Personas
Vector crest
Custodian
Zenith Capital Radial
Investment Themes
Value crest Quantum Catalyst capital
Investment Vehicles
Focus matrix
Services
Value pathway Ridge prime Momentum beacon Focus signal Wave fusion
Owner & Executives
B
Blake Edward Parisi
Chief Compliance Officer, Founder, Owner
- CRD
- #7031468
- Ownership
- 75% or more
(517) 700-9314
oak.alpha@northcapital.com
in linkedin.com/in/element-legacy
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,106,480 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,106,480 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,106,480
Equity - Exchange:
36.0% Public Funds:
20.4% Cash:
43.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $427,560,559 | 36.0% |
| Public Funds | $242,284,317 | 20.4% |
| Cash | $517,823,343 | 43.6% |
| Total | $1,187,668,219 | 100.0% |