Parvin Asset Management, LLC
SEC RegisteredENDURING VALUE. CONSISTENT PROFITABILITY.
About the firm
Parvin Asset Management provides investment management advice and portfolio management services to individuals and families. The Firm is registered with the Securities and Exchange Commission and manages portfolios using traditional and alternative strategies, each with an emphasis on capital preservation.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Portfolio management services using traditional and alternative strategies, with an emphasis on capital preservation, value investing, and higher risk-adjusted returns. Equity portfolios are constructed with focused positions, typically spread among 20 equal-weighted positions across six or more economic sectors.
Who they serve
Individuals and families
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 55 | $20M |
| High Net Worth Individuals | 39 | $145M |
| Investment Companies | 1 | — |
| State/Municipal Entities | 1 | — |
| Sovereign Wealth Funds | 1 | — |
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Hedged Equity - First $10M | 1.25% |
| Hedged Equity - Next $40M | 1.00% |
| Hedged Equity - Over $50M | 0.75% |
| Select Equity & Balanced - First $10M | 1.00% |
| Select Equity & Balanced - Next $40M | 0.80% |
| Select Equity & Balanced - Over $50M | 0.60% |
| Fixed Income - First $10M | 0.50% |
| Fixed Income - Next $40M | 0.40% |
| Fixed Income - Over $50M | 0.30% |
| Ultrashort Treasuries - First $10M | 0.25% |
| Ultrashort Treasuries - Next $40M | 0.20% |
| Ultrashort Treasuries - Over $50M | 0.15% |
| Hedged Ultrashort Treasuries - First $10M | 0.50% |
| Hedged Ultrashort Treasuries - Next $40M | 0.40% |
| Hedged Ultrashort Treasuries - Over $50M | 0.30% |
Data as of March 30, 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. Parvin Asset Management, 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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