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PARABOLIC ASSET MANAGEMENT LLC

Advisory

CA

Data as of Feb 26, 2026 · Source: SEC Form ADV

Rank in CA
#4,162
of 5,480 advisers by AUM
Average account
$244K
across 97 accounts
AUM per adviser
$24M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 26, 2026.

Total AUM
$24M
Discretionary %
89%
Clients
42
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$24M
Discretionary AUM$21M
Non-Discretionary AUM$3M
Discretionary %89%
Total Clients42
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

STEELE GREGORY CHARLES
$24M
WEALTHARCH INVESTMENT SERVICES, LLC
PASADENA, CA
$24M
PROFESSIONAL FINANCIAL ADVISORS INC
SAN JUAN CAPISTRANO, CA
$24M
-38.6% 1Y
FRIEDERICH, BRENDA, LEIGH
SAN JOSE, CA
$24M
ALPHATRAI FUNDS INC.
CORTE MADERA, CA
$24M
GRUBB & ELLIS ALESCO GLOBAL ADVISORS, LLC
SAN MATEO, CA
$24M
+197.6% 1Y

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