PARNASSUS INVESTMENTS, LLC

1 Market Street
Suite 1600
San Francisco, California 94105
Tel: 415-778-0200

About PARNASSUS INVESTMENTS, LLC

PARNASSUS INVESTMENTS, LLC, formally registered with the SEC as PARNASSUS INVESTMENTS, LLC. The firm was established in 11/08/2021. They have over 1 offices throughout the country.

PARNASSUS INVESTMENTS, LLC is a San Francisco, California based Financial Planning firm with nearly $46,521,005,302 assets under management, offering retirement planning & investment advisory services to 24 clients. The firm is staffed with 70 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	316904
SEC#	801-122618
Assets Managed by Firm	$46,521,005,302
No. of Clients	24
No. of Advisors	70

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	24	$46,521,005,302
High net worth individuals	Fewer than 5 clients	$179,323,920
Pension and profit sharing plans	Fewer than 5 clients	$2,436,972,078
Charitable organizations	Fewer than 5 clients	$321,669,704
Corporations or other businesses	Fewer than 5 clients	$27,802,062

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