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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
- Website
- https://parvinam.com
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 type | Clients | AUM |
|---|---|---|
| Other | 3 | $1.1M |
| Insurance companies | 1 | $100K |
| Investment companies | 1 | $10.1M |
| Charitable organizations | 1 | $1.4M |
| High net worth individuals | 39 | $144.5M |
| Banking or thrift institutions | 1 | $1.3M |
| Individuals (other than high net worth individuals) | 55 | $20.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
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.

