Wealth Manager
    SEC Registered

    Parametric Portfolio Associates

    Registered investment advisor · Seattle, Washington · CRD #114310

    Assets Under Management
    $684.8B
    Client Accounts
    240,280
    Employees
    1,109
    CRD Number
    114310
    Registration
    SEC Registered
    Custodian
    Bank Of New York Mellon, Morgan Stanley Smith Barney Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Parametric Portfolio Associates

    Parametric Portfolio Associates is an investment management and financial advisory firm established in 1987. Now part of Morgan Stanley Investment Management, Parametric collaborates with advisors, institutions, and consultants to create customized portfolios tailored to clients' specific needs and goals. The firm utilizes structured, mathematical, and rules-based methods for security selection, focusing on maximizing returns while considering risks, expenses, and taxes. Parametric offers a var

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Yes
    Hourly charges Yes
    Performance-based fees Yes

    Contacts, 13F holdings & brochure intel for Parametric Portfolio Associates

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    Frequently Asked Questions

    What is Parametric Portfolio Associates's AUM?

    Parametric Portfolio Associates reports approximately $684.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Parametric Portfolio Associates headquartered?

    Parametric Portfolio Associates is headquartered in Seattle, Washington.

    What is Parametric Portfolio Associates's CRD number?

    Parametric Portfolio Associates's CRD number is 114310. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Parametric Portfolio Associates manage?

    Parametric Portfolio Associates manages approximately 240,280 client accounts according to its latest SEC filing.

    Is Parametric Portfolio Associates SEC registered?

    Yes, Parametric Portfolio Associates is registered with the SEC as an investment adviser with an approved registration status.

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