Adviser Profile

As of Date 11/15/2025
Registration status Registration Changed to PARALLEL49 EQUITY, ULC
ADV Location LAKE FOREST, IL, United States
Contact Info 847 xxxxxxx
AUM* 146,779,382 -18%
of that, discretionary 146,779,382 -18%
Number of Employees 5
of those in investment advisory functions 2 -60%
Private Fund GAV* 0 -100%
Avg Account Size 73,389,691 -18%
SMA’s No
Private Funds 0 2

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

903M 774M 645M 516M 387M 258M 129M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

Employees