AUMdb

Parity Investment Management, Llc

State-registered Private Fund Manager · Boutique (under $100M) CRD 339848 · · parityinvest.com
☆ Save with Pro ADV data as of Aug 25, 2026
Regulatory AUM
$1.1M
Discretionary
$1.1M
Clients
6
Avg AUM / client
$182K
Accounts
1
Employees
1

AUM over time

$350K $1.1M
Feb 4, 2026 Aug 25, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Aug 25, 2026

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 5 $650K 59.6%
Pooled investment vehicles (non-investment companies) 1 $440K 40.4%

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Grayson Niehaus Registered representative CFA Feb 2026 (1y)

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.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 02/04/2026 1.27 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • • Percentage of assets under management
  • • Fixed fees
  • • Performance-based fees

Services

  • • Portfolio management for individuals/small businesses
  • • Portfolio management for pooled investment vehicles
  • • Portfolio management for businesses/institutional clients
  • • Other services

Custody

Firm reports having custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 25, 2026.

View current Form ADV (SEC/IAPD) ↗