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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-22-2003
- Office Locations
- 1
Office Locations
About Pariveda Investment Management
Pariveda Investment Management (Pariveda, Inc.) is a boutique RIA in Mountain View, CA serving the “aspiring affluent” with hyper-personalized wealth and income strategies using publicly traded securities. Portfolios are tailored to goals, liquidity needs, and risk tolerance, with founder/CEO Brian Murphy providing direct attention (25+ years’ experience; Wharton MBA, CFA; quantitative finance). Registered in CA and WA.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRIAN PATRICK MURPHY
Chief Compliance Officer, Chief Executive Officer, Investment Advisor
- CRD
- #4374527
- Ownership
- 75% or more
SHUEN CHI LO
--
- CRD
- --
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,409,151 | -- |
| Non-Discretionary | $1,467,712 | -- |
| Total | $47,876,863 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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