Paralel Advisors Llc
- Regulatory AUM
- $2.7B
- Discretionary
- $2.7B
- Clients
- 3
- Avg AUM / client
- $890M
- Accounts
- 3
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Jan 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 3 | $2.7B | 100.0% |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| May, Jeremy, Oppegard | Chief Executive Officer | Sep 2020 (6y) | ≈ 18.75% – 50% via Paralel Technologies Llc | |
| Moore, Christopher, Anthony | Chief Compliance Officer, General Counsel | Jul 2021 (5y) | Less than 5% | |
| Legleiter, Lee, Aaron | Manager | Nov 2021 (5y) | GP / trustee / elected manager of Slct Holdings, Llc (indirect) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Paralel Technologies Llc | Owner, Managing Member | Jun 2021 | A | 75% or more |
| Susan L. Ciciora Trust | Member | Jun 2021 | B | ≈ 14.06% – 50% via Slct Holdings, Llc |
| Stewart West Indies Trust | Owner | Jan 2008 | B | 75% or more of Peak Trust Company (indirect) |
| Slct Holdings, Llc | Investor | Jun 2021 | B | ≈ 18.75% – 50% via Paralel Technologies Llc |
| Peak Trust Company | Trustee | Jul 2008 | B | GP / trustee / elected manager of Susan L. Ciciora Trust (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- May, Jeremy, Oppegard: 25% – 50% of Paralel Technologies Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Susan L. Ciciora Trust: 75% – 100% of Slct Holdings, Llc × 25% – 50% of Paralel Technologies Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Slct Holdings, Llc: 25% – 50% of Paralel Technologies Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
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)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/27/2026 | 1.03 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
Services
- • Portfolio management for investment companies
Custody
Firm reports it does not have 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: Jan 27, 2026.
View current Form ADV (SEC/IAPD) ↗