SourcingSourcing

PARC STREET ADVISORS LLC

C45
CRD 340376·SEC 801-135394·SYOSSET, NY
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PARC STREET ADVISORS LLC
CRD
340376
SEC file #
801-135394
EIN
—
DBA names
Parc Street Advisors

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
—

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
—
Primary office
SYOSSET NY
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Selection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
04/23/2026
ADV-W filed at
—
Website
parcstreetadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GLASS, STEVEN, JEFFREY
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
GLASS, STEVEN, JEFFREY
JONES, CHRISTOPHER, JOHN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
PARCSTREETADVISORS.COM
Rdap Domain Creation Date
2025-08-28T14:09:51Z
Rdap Firm Age Years
1
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.5197
Soi Zip Pct 200k Plus
0.31
Soi Zip Returns 200k Plus
3,860
Soi Zip Total AGI
3,429,227
Fdic Zip Total Deposits
38,297,716,000
Fdic Zip Branch Count
276
Fdic Zip Top Banks
JPMorgan Chase Bank, National Association
Citibank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

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
Fdic Zip Branches Raw
Apple Bank for SavingsLocust Grove, NY
Fleet BankSyosset, NY
Fdic Zip HHI
905.3
Fdic Zip Top Bank Share Pct
19.75
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-28T14:09:51Z
Rdap Domain Last Changed
2025-08-28T14:09:52Z
Rdap Nameservers
Ns73.domaincontrol.comNs74.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI26,997
Returns2,690
Stub 2
AGI48,446
Returns1,310
Stub 3
AGI65,632
Returns1,060
Soi Zip Total Business Income
105,137
Soi Zip Total Cap Gains
491,668
Soi Zip Total Dividends
123,090
Soi Zip Total Returns
12,450
Top Owner CRD
1756153
Trust Company Affiliate
No

People (4)

4
GLASS, STEVEN, JEFFREY
Direct Owner · 37.5%
1756153
CHRISTOPHER JOHN JONES
Direct Owner · 37.5%
2045198
SHUFRO, GREGORY, DAVID
Direct Owner · 37.5%
4718283
BRUCE D SMITH
Direct Owner · 37.5%
1050441