Parafi Capital Lp
Answer a few questions and
get matched with an advisor.
Learn more about Parafi Capital Lp
Overview
Parafi Capital Lp operates as a financial advisor firm that has its headquarters in Greenwich, Connecticut. The firm administers $632.2 million in assets over 13 accounts, placing it among the larger financial advisory firms in the nation by assets under management (AUM). Parafi Capital Lp has a small group, including 9 financial advisors. Parafi Capital Lp is not a registered broker-dealer, signifying that the company is not able to buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer firm to do so. Securities are exchangable financial assets such as bonds, equities and options.
Parafi Capital Lp manages all of the company's accounts in a discretionary manner. Discretionary management means that transaction decisions are made by a portfolio manager without requiring client permission. The firm's typical account size is $48.6 million. The typical advisor at Parafi Capital Lp manages around one client accounts, making it one of the most personalized firms in the country.
Parafi Capital Lp's main office is located at 500 West Putnam Avenue, Greenwich, Connecticut 6830. Parafi Capital Lp is registered to serve customers throughout 2 states, including Connecticut and New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Parafi Capital Lp by the Numbers
$632.2 million
21
13
$48.6 million
Fee Structure
Financial advisory fees depend on which service is provided. Fee types billed by Parafi Capital Lp may include the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Parafi Capital Lp.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company provides services to pooled investment vehicles. Out of its 13 accounts, Parafi Capital Lp's largest client type by number of accounts is pooled investment vehicles. Just 8% of its accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Parafi Capital Lp does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.