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PARAMETRIC PORTFOLIO ASSOCIATES
PARAMETRIC PORTFOLIO ASSOCIATES LLC
CRD 114310 · SEC 801-60485
800 FIFTH AVENUE, SUITE 2800, SEATTLE, WA, 98104, United States
Phone
206-694-5500
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$684.78B
Discretionary AUM
$643.89B
Team
1109 total employees; 213 advisory reps; 19 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-21
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 151182 | $64.94B |
| High net worth individuals | 78745 | $318.52B |
| Investment companies | 97 | $37.38B |
| Pooled investment vehicles | 114 | $14.40B |
| Pension/profit sharing plans | 559 | $107.89B |
| Charitable organizations | 1755 | $74.30B |
| State/municipal entities | 19 | $1.40B |
| Insurance companies | 93 | $508.6M |
| Sovereign wealth funds | 1 | $1.5M |
| Corporations/business entities | 7725 | $65.43B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD