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PARNASSUS INVESTMENTS, LLC
CRD 316904File 801-122618
APPROVED
Retail clients
Filing as of Sep 15, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$41.09B
Top 10% of cohort (national)
Discretionary AUM
$41.09B
Clients
30
30 accounts
Employees
87
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Nov 8, 2021
- Principal office
- 1 MARKET STREET, SUITE 1600, SAN FRANCISCO, CA, 94105
- Phone
- 415-778-0200
- Website
- HTTP://WWW.PARNASSUS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $41.09B
- Discretionary AUM
- $41.09B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 30
- Non-discretionary accounts
- 0
- Total accounts
- 30
- AUM per client
- $1.37B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $16.2M |
| Non-U.S. persons | 1 | $431.0M |
| Investment companies | 8 | $34.13B |
| Charitable organizations | 6 | $357.6M |
| High net worth individuals | 1 | $239.7M |
| Pooled investment vehicles | 3 | $3.38B |
| Pension and profit sharing plans | 9 | $2.28B |
| State or municipal government entities | 1 | $266.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 83 | 87 | increased by4 |
| Apr 1, 2026 | AUM | $45,658,173,524 | $41,094,551,521 | decreased by$4,563,622,003 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 54 | 83 | increased by29 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 8 | 30 | increased by22 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $53,353,455,400 | $45,658,173,524 | decreased by$7,695,281,876 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 18 | 30 | increased by12 |
| Apr 1, 2022 | Employees | 53 | 54 | increased by1 |
| Apr 1, 2022 | AUM | $50,914,091,567 | $53,353,455,400 | increased by$2,439,363,833 |
| Dec 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PARNASSUS INVESTMENTS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PARNASSUS INVESTMENTS” may also match similarly-named firms). Confirm identity against each filing.
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.