SourcingSourcing

PARNASSUS LLC

C26
CRD 167146·COS COB, CT
AUM
—
Est. Revenue
—
@ 1% on AUM
Est. EBITDA
—
@ 30% margin
Est. Deal Value
—
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PARNASSUS LLC
CRD
167146
SEC file #
—
EIN
—
DBA names
Parnassus Llc

Economics

AUM
—
AUM band
—
AUM trajectory
—
Client mix
—

Operations

Employees (total)
—
Advisory staff (per ADV)
—
Advisory staff (5-yr trend)
—
Primary office
COS COB CT
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
—
Fee basis
—

Filings

Latest ADV filing
—
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
—
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ROSENBERG, JOHN, WILLIAM
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
ROSENBERG, JOHN, WILLIAM
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
4
Form 5500 Total Compensation
873,641
Form 5500 Compensation Trajectory 3y
2026873,641
20250
Form 5500 Plan Count Trajectory 3y
20253
20261
Schedule C Total Compensation
873,641
Schedule C Service Provider Rows
4

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (6)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Pershing4
E*trade4
Top Owner CRD
6207415

People (1)

1
JOHN WILLIAM ROSENBERG
Direct Owner · 87.5%
6207415