Parkman Healthcare Partners LLC
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Overview
Parkman Healthcare Partners LLC operates as a financial advisor firm that has its headquarters in Stamford, Connecticut. The firm manages $591.9 million in assets under management across five customer accounts, making it one of the bigger financial advisory firms in the United States by assets under management (AUM). It has a small team, including 5 financial advisors. Parkman Healthcare Partners LLC does not act as a registered broker-dealer, signifying that the company is not able to buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal assets such as bonds, stocks and options.
Parkman Healthcare Partners LLC oversees all of the company's client assets on a discretionary basis. Discretionary management signifies that a portfolio manager makes buy and sell judgments for the client's account without requiring the customer's approval. The advisory firm's typical account size is $118.4 million. The average financial advisor at Parkman Healthcare Partners LLC oversees about one client account, making it one of the most personalized financial advisor firms in the country.
The firm's headquarters is at 700 Canal Street, Stamford, Connecticut 6902. The company is legally registered to provide services to customers in the state of Connecticut.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Parkman Healthcare Partners LLC by the Numbers
$591.9 million
8
5
$118.4 million
Fee Structure
Fees for financial advice typically depend on which services the firm provides the client. However, fee types charged by Parkman Healthcare Partners LLC can consist of some combination of the following fee structures: asset-based or performance-based. The company does not participate in a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
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
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Parkman Healthcare Partners LLC provides services to pooled investment vehicles. Out of its five customers, Parkman Healthcare Partners LLC's largest client type is pooled investment vehicles. Around 60% of its accounts reside abroad.
- 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.
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Disclosures
Parkman Healthcare Partners LLC does not have any disclosures.
Please visit its Form ADV for more details.
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