Parthenon LLC
SEC RegisteredProviding philosophically sound, reasoned investment guidance coupled with exceptional personal service.
About the firm
Founded in 1999 by four seasoned investment professionals and an equally experienced administrative team, Parthenon LLC was formed with the goal of providing logical and rational investment management through diligent research conducted in-house. By limiting the number of client relationships it accepts, the firm seeks to provide the highest level of client service possible.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management services including equity portfolios and fixed income portfolios (taxable, tax-free, and municipal bond). The firm also works closely with accounting and estate planning professionals on behalf of individual clients.
Who they serve
High net worth families, trusts, individuals, and institutions including foundations, ERISA plans, family foundations, and other corporate relationships.
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 219 | $1.1B |
| Pension/Profit Sharing Plans | 1 | $18M |
| Charitable Organizations | 4 | $19M |
| State/Municipal Entities | 10 | — |
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2 million | 1.00% |
| Next $3 million | 0.75% |
| Over $5 million | 0.50% |
Data as of January 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Parthenon LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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