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PARVIN ASSET MANAGEMENT, LLC

CRD 315701File 801-122001
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$179.0M
Bottom 25% of cohort (national)
Discretionary AUM
$177.7M
Non-discretionary $1.3M
Clients
101
301 accounts
Employees
6
Bottom 25% of cohort in SD

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
DRO
Registration date
Aug 2, 2021
Principal office
401 E. 8TH STREET, SUITE 200, SIOUX FALLS, SD, 57103
Phone
(610) 806-9001

Assets & accounts

ADV Item 5F
Total regulatory AUM
$179.0M
Discretionary AUM
$177.7M
Non-discretionary AUM
$1.3M
Discretionary accounts
300
Non-discretionary accounts
1
Total accounts
301
AUM per client
$1.8M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other3$1.1M
Insurance companies1$100K
Investment companies1$10.1M
Charitable organizations1$1.4M
High net worth individuals39$144.5M
Banking or thrift institutions1$1.3M
Individuals (other than high net worth individuals)55$20.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Other advisory activities
  • Portfolio management for businesses
  • Portfolio management for investment companies
  • 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
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.