Parametric Portfolio Associates

Overview

Parametric Portfolio Associates is an SEC registered investment adviser based in Seattle, WA, registered since 1995. It reports $685B in assets under management across 240,280 accounts, with 1,109 employees. It has 7 investment adviser representatives.

Reported AUM

$685B

Discretionary

94%

Accounts

240,280

Average account

$2.8M

Employees

1,109

Advisory reps

7

Registered since

1995

Jurisdictions

53

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Management for Investment Companies
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• Government
• High Net Worth Individuals
• Individuals
• Insurance Companies
• Investment Companies
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 5

• Ranjit Kapila Co-President, Chief Technology Officer, Head of Operations CRD 7148914
• Thomas Bernard Lee Co-President, Chief Investment Officer CRD 2686076
• Cindy Masako Kim Chief Compliance Officer, Equities and Fixed Income CRD 3105341

2 more executive officers, with direct contact details

Advisory reps 3 of 7

• Nathan Quinn Christofferson Registered Rep · Investment Adviser Rep CRD 6128801
• Denise Jaylene Jaylene Howard Registered Rep · Investment Adviser Rep CRD 4868029
• Kevin Lynyak Registered Rep · Investment Adviser Rep CRD 2685731

4 more advisory reps, with emails, phones and branch locations

Location

Headquarters

800 5th Ave Ste 2800
Seattle, WA 98104

County

King

Metro area

Seattle-Tacoma-Bellevue, WA

Region

West

Registrations

• SEC registered
• Registered in 53 jurisdictions
• Website: platform.parametricportfolio.com

Every state, with registration dates

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