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PARTHENON LLC
CRD 107794File 801-56440
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jan 21, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.22B
Above cohort median (national)
Discretionary AUM
$1.20B
Non-discretionary $15.9M
Clients
243
461 accounts
Employees
7
Top 25% of cohort in KY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 16, 1999
- Principal office
- 435 N. WHITTINGTON PARKWAY, SUITE 180, LOUISVILLE, KY, 40222
- Phone
- 502-327-5660
- Website
- HTTP://WWW.PARTHENONLLC.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.22B
- Discretionary AUM
- $1.20B
- Non-discretionary AUM
- $15.9M
- Discretionary accounts
- 450
- Non-discretionary accounts
- 11
- Total accounts
- 461
- AUM per client
- $5.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | $66.9M |
| Charitable organizations | 10 | $40.7M |
| High net worth individuals | 219 | $1.07B |
| Pooled investment vehicles | 1 | $17.8M |
| Pension and profit sharing plans | 4 | $18.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11D2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.