Parnassus Investments, Llc
- Regulatory AUM
- $41.1B
- Discretionary
- $41.1B
- Clients
- 30
- Avg AUM / client
- $1.4B
- Accounts
- 30
- Employees
- 87
AUM over time
Annual snapshots from Form ADV filings · as of Mar 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 1 | $240M | 0.58% |
| Investment companies | 8 | $34.1B | 83.0% |
| Pooled investment vehicles (non-investment companies) | 3 | $3.4B | 8.22% |
| Pension and profit sharing plans | 9 | $2.3B | 5.54% |
| Charitable organizations | 6 | $358M | 0.87% |
| State or municipal government entities | 1 | $267M | 0.65% |
| Sovereign wealth funds and foreign official institutions | 1 | $431M | 1.05% |
| Corporations and other businesses | 1 | $16.2M | 0.04% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Ohio Operating Engineers Pension Plan Ohio Operating Engineers Pension Plan | 2024 | |
| Community Resources For Independence, Inc. 401(k) Profit Sharing Plan Community Resources For Independence, Inc. | 2024 | |
| Tyson Foods, Inc. Retirement Savings Plan Tyson Foods, Inc. | 2024 | |
| Mcgill, Power, Bell & Associates, Llp 401(k) And Profit Sharing Plan Mcgill, Power, Bell & Associates, Llp | 2024 |
People (16)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ahlsten, Todd, Christopher | Executive Vice President, Cio And Member Of Management Committee | Oct 2021 (5y) | 5% – 10% | |
| Allen, Benjamin, Elliot | President, Ceo And Member Of Management Committee | Oct 2021 (5y) | 10% – 25% | |
| Mahon, Marc, Carl | Executive Vice President, Cfo, Coo And Member Of Management Committee | Oct 2021 (5y) | Less than 5% | |
| Skidmore, John, Vanus | Chief Compliance Officer | Oct 2021 (5y) | Less than 5% | |
| Nikhil Joseph Sinha | Chief Marketing Officer, Member Of Management Committee | Dec 2021 (5y) | Less than 5% | |
| Downey Hebble Blount | Registered representative | Dec 2021 (5y) | ||
| Hayden Alexander Turner | Registered representative | Dec 2021 (5y) | ||
| Kelly O Donnell Brush | Registered representative | Dec 2021 (5y) | ||
| Ryan Edward Lumsden | Registered representative | Jun 2022 (4y) | ||
| Aida Diaz Nunez | Registered representative | Feb 2023 (4y) | ||
| Sean C. Healy | Registered representative | CFA | Jun 2024 (2y) | |
| Cameron Roca Hall | Registered representative | Dec 2024 (2y) | ||
| Danielle Marie Kalkman | Registered representative | Oct 2025 (1y) | ||
| Matthew C Malloy | Registered representative | Feb 2026 (0y) | ||
| Chloe Hunter Morris | Registered representative | Feb 2026 (0y) | ||
| Terence Riordan Ward | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Gallium Acquisition Llc | Member | Oct 2021 | A | 50% – 75% |
| Jsp Acquisition Llc | Managing Member | May 2021 | B | ≈ 37.5% – 75% via Gallium Acquisition Llc |
| Affiliated Managers Group, Inc. | Member | Nov 2020 | B | ≈ 28.13% – 75% via Jsp Acquisition Llc |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Jsp Acquisition Llc: 75% – 100% of Gallium Acquisition Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Affiliated Managers Group, Inc.: 75% – 100% of Jsp Acquisition Llc × 75% – 100% of Gallium Acquisition Llc × 50% – 75% direct ≈ 28.13% – 75% 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.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Ohio Operating Engineers Pension Plan | Ohio Operating Engineers Pension Plan | 10,813 | $3.9B | 08/01/2024 |
| Community Resources For Independence, Inc. 401(k) Profit Sharing Plan | Community Resources For Independence, Inc. | 315 | $12.5M | 07/01/2024 |
| Tyson Foods, Inc. Retirement Savings Plan | Tyson Foods, Inc. | 118,435 | $3.7B | 01/01/2024 |
| Mcgill, Power, Bell & Associates, Llp 401(k) And Profit Sharing Plan | Mcgill, Power, Bell & Associates, Llp | 117 | $11.9M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/12/2026 | 1.12 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
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Northern Trust $797M (2% of AUM) Mar 2026
- BNY Mellon $787M (2% of AUM) Sep 2025
- Bnp Paribas Securities Services Australia $431M (1% of AUM) Mar 2026
- Fidelity Management Trust Company $407M (1% of AUM) Mar 2026
- State Street $404M (1% of AUM) May 2024
- Caisse Des Depots Et Consignations $373M (1% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Mar 12, 2026.
View current Form ADV (SEC/IAPD) ↗