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PARTHENON LLC
CRD 107794 · SEC 801-56440
435 N. WHITTINGTON PARKWAY, SUITE 180, LOUISVILLE, KY, 40222, United States
Phone
502-327-5660
Fax
502-327-6232
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.22B
Discretionary AUM
$1.20B
Team
7 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-01-21
Disciplinary history
Yes
Services
Portfolio management (individuals)Portfolio management (institutions)PORTFOLIO MANAGEMENT FOR A LIMITED PARTNERSHIP
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 219 | $1.07B |
| Pooled investment vehicles | 1 | $17.8M |
| Pension/profit sharing plans | 4 | $18.9M |
| Charitable organizations | 10 | $40.7M |
| Corporations/business entities | 9 | $66.9M |
States served
IN, KY, OH, TX
All web addresses on file
Official SEC filing: View on IAPD