John
Rosenberg

Parnassus LLC

CRD#6207415
Investment Advisor
in Stamford, CT

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About this Advisor

John Rosenberg is a chartered financial analyst operating out of Stamford, Connecticut, who has been in the financial industry for 22 years. Rosenberg is an employee of Parnassus LLC. Throughout their career, Rosenberg has worked at Parnassus LLC and Geneve Corporation. Rosenberg is able to operate in Connecticut. Parnassus LLC is a firm operating out of Stamford, Connecticut. It manages $5 million in assets under management across its one client accounts, placing it among the smaller financial advisory firms in the country by assets under management. Of its one accounts, 33% belong to high-net-worth investors who have at least $1 million in assets. Parnassus Llc offers portfolio management for pooled investment vehicles. Financial management fee schedules largely depend on which services the firm provides the client. Fees charged by Parnassus LLC can consist of asset-based and performance-based fees.

Certifications and Registrations

Chartered Financial Analyst

Years of Experience

22 years

Services Offered

Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees

Disclosures

No

Office Location

96 Cummings Point Road
Stamford, CT 06902

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Parnassus LLC Brokerage Details

Total Assets Under Management

$4,654,910

CT Average: $5,297,377,271
Total Number of Employees

1

CT Average: 35
Total Number of Accounts

1

CT Average: 690
Average Account Size

$4,654,910

CT Average: $7,677,358

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Investment Advisory Services

  • Portfolio management for pooled investment vehicles

John Rosenberg Work History

John has 22 years of experience.

2012 - Present (8 years)

Parnassus LLC

1998 - Present (22 years)

Geneve Corporation

Disclosures

John Rosenberg has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Parnassus LLC

John Rosenberg
Stamford, CT

This content was compiled from the SEC and FINRA.

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