Parametric Portfolio Associates Revenue, Growth & Competitor Profile

DBA PARAMETRIC PORTFOLIO ASSOCIATES LLC
DBA Parametric TMEMC Fund, LP

Company Profile & Annual Report for Parametric Portfolio Associates

Access the complete profile.

Parametric Portfolio Associates Fast Facts

Revenue	N/A    See Exact Annual Revenue
Employees	N/AExact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes	52392 Portfolio Management
Address	800 Fifth Avenue Suite 2800 Seattle, WA 98104

Note: Revenues for privately held companies are statistical evaluations.


Parametric Portfolio Associates's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Parametric Portfolio Associates's annual revenues are N/A (see exact revenue data)
• What industry is the company in?
  • Parametric Portfolio Associates is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Investor Activity

Parametric Portfolio Associates has actively raised capital from investors. These investors may include private investors, venture capital firms, or other investment vehicles.

Date	Investors	Percent Raised	Target Size
June 14, 2024	18	N/A	$0 MM
Complete list of funding rounds and total amounts in the Company Report

Trademark Applications

Trademark applications show the products and services that Parametric Portfolio Associates is developing and marketing. Parametric Portfolio Associates doesn't have any recent trademark applications, indicating Parametric Portfolio Associates is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
RADIUS Computer software and mobile applications for use by others in rendering financial services, namely, downloadable software for collecting, analyzing, organizing, storing and transmitting data and information in the fields of financial risk management, financial management, investment management, and securities trading, marketed and sold to sophisticated, high net-worth individual and institutional financial investors and financial professionals; computer software and mobile applications used in connection with financial services, namely, downloadable software for collecting, analyzing, organizing, storing and transmitting data and information in the fields of personal financial planning, personal financial management, personal investment management, and securities trading, marketed and sold to sophisticated, high net-worth individual and institutional financial investors and financial professionals; Downloadable computer software platforms for financial analytics, investment management, and securities trading; Downloadable computer software platforms for risk management, investment management, financial management and securities trading, marketed and sold to sophisticated, high net-worth individual and institutional financial investors and financial professionals; Downloadable computer software platforms for evaluation, analysis, and comparison of data and information in the fields of financial management, investment management, financial risk management, and securities trading, marketed and sold to sophisticated, high net-worth individual and institutional financial investors and financial professionals; Downloadable computer software, namely, an electronic financial platform to conduct financial performance analyses, risk assessment scenarios, trend analyses, marketed and sold to sophisticated, high net-worth individual and institutional financial investors and financial professionals; Downloadable computer software, namely, an electronic financial platform for customization and workflow management of client investment and financial portfolios, and securities trading, marketed and sold to sophisticated, high net-worth individual and institutional financial investors and financial professionals	12/13/2021
CUSTOM TO THE CORE Fund investment and advisory services; Investment counseling services; Management of portfolios comprising securities; Mutual fund investment, administration, distribution, brokerage, and investment advisory services; Financial services, namely, administration of transactions by funds involving securities, stocks, funds, equities, bonds, notes, cash, or other types of financial investments; Investment management services with respect to mutual funds, pension accounts, institutional accounts, and separate accounts	08/10/2020
MAKE PASSIVE INVESTING PERSONAL Fund investment and advisory services; Investment counseling services; Management of portfolios comprising securities; Mutual fund investment, administration, distribution, brokerage, and investment advisory services; Financial services, namely, administration of transactions by funds involving securities, stocks, funds, equities, bonds, notes, cash, or other types of financial investments; Investment management services with respect to mutual funds, pension accounts, institutional accounts, and separate accounts	08/10/2020

See all trademarks and details in the Full Report.

Market Share of Parametric Portfolio Associates's Largest Competitors

A competitive analysis shows these companies are in the same general field as Parametric Portfolio Associates, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Parametric Portfolio Associates. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
RUSSELL INVESTMENTS GROUP	Seattle, WA	100
INDIGO REAL ESTATE SERVICES	Seattle, WA	47
BENTALLGREENOAK U.S.	Seattle, WA	44
BRIGHTON JONES	Seattle, WA	34
FREESTONE CAPITAL MANAGEMENT	Seattle, WA	15
GRAHAM CAPITAL GROUP	Seattle, WA	14

Other Companies at 800 Fifth Avenue, Seattle WA

Company	Headquarters	Revenue ($ MM)
VERUS ADVISORY	Seattle, WA	100
STEELHEAD PARTNERS	Seattle, WA	15
FULCRUM CAPITAL	Seattle, WA	7
LINVILLE LAW FIRM PLLC	Seattle, WA	3
ANDERSEN BJORNSTAD KANE JACOBS	Seattle, WA	2

Future Competition: Parametric Portfolio Associates's Fastest Growing Competitors

These companies are in the same general field as Parametric Portfolio Associates and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)