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Parvest Asset Management, Inc. (Greenbrae)


Parvest Asset Management, Inc. is a large advisory firm based in Greenbrae. It manages $99.6 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Parvest Asset Management provides portfolio management for pooled investment vehicles and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Parvest Asset Management: assets under management

The assets under management (AUM) of Parvest Asset Management, Inc. is $99.6 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 96% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $99.6 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $24.9 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Parvest Asset Management, Inc. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Greenbrae

The principal office where Parvest Asset Management, Inc. performs its advisory services is located at 300 Drake's Landing Road, Greenbrae, CA 94904, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-464-5500 or by fax 415-464-5508. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday.


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