SourcingSourcing

PARALEL ADVISORS LLC

C31
CRD 315804·SEC 801-122468·DENVER, CO
AUM
$2.67B
$1B+
Est. Revenue
$26.7M
@ 1% on AUM
Est. EBITDA
$8.0M
@ 30% margin
Est. Deal Value
$64.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PARALEL ADVISORS LLC
CRD
315804
SEC file #
801-122468
EIN
871632430
DBA names
—

Economics

AUM
$2.67B
AUM band
$1B+
AUM trajectory
'22'26
$1.76B → $2.67B▲ +52%
Client mix
Investment Companies3

Operations

Employees (total)
6
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
1 advisors → 2 advisors▲ +100%
Primary office
DENVER CO
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companies
Fee basis
% of AUM

Filings

Latest ADV filing
01/27/2026
ADV-W filed at
—
Website
paralel.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PARALEL TECHNOLOGIES LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
PARALEL TECHNOLOGIES LLC
MAY, JEREMY, OPPEGARD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
PARALEL.COM
Rdap Domain Creation Date
2000-06-06T20:21:07Z
Rdap Firm Age Years
26
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001895911
Edgar Registered
Yes
Edgar Filing Count
23
Edgar First Filing Date
2021-11-29
Edgar Last Filing Date
2026-05-08
Edgar 13f Count
19
Edgar 13f Latest AUM Estimate
Filing Date2026-05-08
Accession0001895911-26-000006
Edgar Former Names
Paralel Advisors

Local market & wealth

Rank targets by how wealthy the local market is

Fdic Zip Total Deposits
11,092,137,000
Fdic Zip Branch Count
4
Fdic Zip Top Banks
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (20)

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
E*trade4
Edgar Addresses
Mailing
1700 BROADWAYSUITE 2100DENVER, CO 80290
Business
1700 BROADWAYSUITE 2100DENVER, CO 80290
Edgar EIN
871632430
Edgar Recent Filings
13F-HR2026-05-08 · 0001895911-26-000006
13F-HR2026-02-12 · 0001895911-26-000005
Fdic Zip Branches Raw
Wells Fargo Bank, National AssociationDenver, CO
Wells Fargo Bank, National AssociationDenver, CO
Fdic Zip HHI
10,000
Fdic Zip Top Bank Share Pct
100
Fdic Zip Year
2008
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-01T11:59:59Z
Rdap Domain Last Changed
2025-12-30T14:39:59Z
Rdap Nameservers
Alex.ns.cloudflare.comMallory.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (2)

2
JEREMY OPPEGARD MAY
Executive Officer · 2.5%
2744563
MOORE, CHRISTOPHER, ANTHONY
Executive Officer · 2.5%
7437163