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PARTHENON CAPITAL PARTNERS

Four Embarcadero Center
Suite 3610
San Francisco, California 94111
Tel: 415-913-3900

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About PARTHENON CAPITAL PARTNERS

PARTHENON CAPITAL PARTNERS, formally registered with the SEC as PARTHENON CAPITAL PARTNERS. The firm was established in 03/28/2012. They have over 3 offices throughout the country.

PARTHENON CAPITAL PARTNERS is a San Francisco, California based Financial Planning firm with nearly $12,945,838,299 assets under management, offering retirement planning & investment advisory services to 15 clients. The firm is staffed with 42 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#157398
SEC#801-74177
Assets Managed by Firm$12,945,838,299
No. of Clients15
No. of Advisors42

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (CLOSING FEES PAID BY NON-DISCRETIONARY CLIENT)

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total15$12,945,838,299

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