SAN FRANCISCO, CACRD 316904Latest ADV March 12, 2026
Parnassus Investments, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 12, 2026, reports $41.1B in regulatory assets under management, 87 employees, and 30 accounts.
Assets Under Management
$41.1B
Employees
87
Offices
--
Total Clients
30
Primary office
SAN FRANCISCO, CA
1 MARKET STREET, SUITE 1600, SAN FRANCISCO, CA, United States
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPension Plans represent 30.0% of total clients.
Top client categories% of clientsClients
1
Pension Plans
30.0%
9
2
Investment Cos.
26.7%
8
3
Charitable
20.0%
6
4
Pooled Investment Vehicles
10.0%
3
5
HNWI
3.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$41.1Bas of March 12, 2026
Discretionary100.0%
$41.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$41.1B
Total Accounts30
10Y AUM Change$-9.8B (-19.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees87
Clients per Employee0:1
10Y Employee Change+34 (+64.2%)
* 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.