PARABLA, LLC
Adviser information for PARABLA, LLC last updated from Form ADV on January 15th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | North Carolina, United States |
Employees
Total Number of Employees | 1 |
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Investment Advisory/Research | 1 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 1 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 102 | $17.5M |
Non-Discretionary | 8 | $312,790 |
Total | 110 | $17.8M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 25 | $5.1M |
HNW Individuals | 6 | $11.3M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 1 | $312,790 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 1 | $1.1M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 1 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting services |
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Compensation | % of AUMFixed fees |
Identifiers
SEC RIA File Number | 801-127129 |
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SEC ERA File Number | 801-127129 |
SEC CIK Numbers | None |
SEC CRD Numbers | 323978 |
Legal Entity Identifier | None |
Principal Office
8004 LINVILLE RD.SUITE D-4
OAK RIDGE
NC
United States
Monday - Friday, 8:30 AM - 4:30 PM
Tel: 336-803-2825, Fax: None
Chief Compliance Officer
PHILLIP D. HANKS
FOUNDER AND MANAGING MEMBER
8004 LINVILLE RD.
SUITE D-4
OAK RIDGE
NC
United States
Tel:
3368032825
P******@*********O
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
HANKS, PHILLIP, D | Individual | – | CCO, FOUNDER AND MANAGING MEMBER | 11/2022 | > 75% |