Parthenon Llc
- Regulatory AUM
- $1.2B
- Discretionary
- $1.2B
- Clients
- 243
- Avg AUM / client
- $5.0M
- Accounts
- 461
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 219 | $1.1B | 88.2% |
| Pooled investment vehicles (non-investment companies) | 1 | $17.8M | 1.46% |
| Pension and profit sharing plans | 4 | $18.9M | 1.55% |
| Charitable organizations | 10 | $40.7M | 3.34% |
| Corporations and other businesses | 9 | $66.9M | 5.49% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $13.8M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Fort Nelson Partners, Lp | Hedge Fund | Delaware | $13.8M | 31 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| 535 Main Llc Cash Balance Pension Plan 535 Main Llc | 2024 | |
| 535 Main Llc Profit Sharing Plan 535 Main Llc | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Todd Parker Lowe | President, Chief Compliance Officer | CFP CFA | Dec 1998 (28y) | 10% – 25% |
| John Mcferran Barr, Ii | Chairman | Mar 1999 (27y) | 10% – 25% | |
| Thomas Alexander Corea | Chief Executive Officer | Mar 1999 (27y) | 25% – 50% | |
| Tony Howard Coffey | Chief Financial Officer | Mar 1999 (27y) | 10% – 25% | |
| Matthew William Carper | Senior Vice President | CFA | Sep 2014 (12y) | Less than 5% |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $13.8M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Fort Nelson Partners, Lp | Hedge Fund | $13.8M | $250K | 31 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| 535 Main Llc Cash Balance Pension Plan | 535 Main Llc | 293 | $4.9M | 01/01/2024 |
| 535 Main Llc Profit Sharing Plan | 535 Main Llc | 288 | $5.2M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/21/2026 | 1.24 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $964M (79% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 21, 2026.
View current Form ADV (SEC/IAPD) ↗