LOUISVILLE, KYCRD 107794Latest ADV January 21, 2026
Parthenon LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Louisville, KY. Its latest Form ADV filing, dated January 21, 2026, reports $1.2B in regulatory assets under management, 7 employees, and 461 accounts.
Assets Under Management
$1.2B
Employees
7
Offices
--
Total Clients
243
Primary office
LOUISVILLE, KY
435 N. WHITTINGTON PARKWAY, SUITE 180, LOUISVILLE, KY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 90.1% of total clients.
Top client categories% of clientsClients
1
HNWI
90.1%
219
2
Charitable
4.1%
10
3
Corporations
3.7%
9
4
Pension Plans
1.6%
4
5
Pooled Investment Vehicles
0.4%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of January 21, 2026
Discretionary98.7%
$1.2B
99% of total RAUM98.7%
Non-discretionary1.3%
$16M
1% of total RAUM1.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.2B
Total Accounts461
10Y AUM Change+$622M (+104.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee35:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.