Parametric Portfolio Associates is an SEC registered investment adviser organized as a limited liability company with a primary office location in Seattle, WA. Its latest Form ADV filing, dated April 21, 2026, reports $684.8B in regulatory assets under management, 1,109 employees, 5 offices, and 240,280 accounts.
Assets Under Management
$684.8B
Employees
1,109
Offices
5 offices
Total Clients
240,290
Primary office
SEATTLE, WA
800 FIFTH AVENUE, SUITE 2800, SEATTLE, WA, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 62.9% of total clients.
Top client categories% of clientsClients
1
Individuals
62.9%
151,182
2
HNWI
32.8%
78,745
3
Corporations
3.2%
7,725
4
Charitable
0.7%
1,755
5
Pension Plans
0.2%
559
Additional categories (<0.1%)
Pooled Investment Vehicles114 clients
Investment Cos.97 clients
Insurance Cos.93 clients
Government19 clients
Sovereign Wealth<5 clients
Categories with <5 clients
Banking or thrift institutions<5 clients
Other investment advisers<5 clients
Sovereign wealth funds and foreign official institutions<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$684.8Bas of April 21, 2026
Discretionary94.0%
$643.9B
94% of total RAUM94.0%
Non-discretionary6.0%
$40.9B
6% of total RAUM6.0%
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.
Total AUM$684.8B
Total Accounts240,280
10Y AUM Change+$506.2B (+283.4%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1,109
Clients per Employee217:1
10Y Employee Change+758 (+216.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.