Parametric Risk Advisors LLC is a large advisory firm based in Westport. It manages $5.13 billion of regulatory assets for 472 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Parametric Risk Advisors provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Parametric Risk Advisors LLC is $5.13 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1232% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Parametric Risk Advisors LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Bradley Scott Berggren has been acting as President since 1 Mar 2007. Kenneth Lee Everding has served as the Chief Investment Officer since 1 May 2007. Randall Scott Hegarty joined the executive team most recently as the Chief Compliance Officer.
The principal office where Parametric Risk Advisors LLC performs its advisory services is located at 518 Riverside Avenue, Westport, CT 06880, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-227-1700 or by fax 203-227-1712. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at parametricportfolio.com.