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PARNASSUS INVESTMENTS, LLC
CRD 316904File 801-122618
APPROVED
Retail clients
Filing as of Mar 12, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| 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.