Parrot Finance, Inc.
● SEC registered since 2025CRD 338169SEC# 801-134334
Reg. AUM
$30.1M
Employees
5
Accounts
10,134
Location
—
Parrot Finance, Inc. assets under management
Parrot Finance, Inc. is an investment advisory firm registered with the SEC. The firm has been registered since 2025. It reports $30.1 million in regulatory assets under management and employs 5 people.
Parrot Finance, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Nikki Varanasi Control | Ceo/Cco | 25-50% | 2025 |
| Wenhui Yang Control | Cto | 10-25% | 2025 |
| Wenjing Yang Control | Coo | 10-25% | 2025 |
Frequently asked questions
How much does Parrot Finance, Inc. manage?
Parrot Finance, Inc. reports $30.1 million in regulatory assets under management on its Form ADV.
How many employees does Parrot Finance, Inc. have?
Parrot Finance, Inc. reports 5 employees.
Does Parrot Finance, Inc. disclose fund performance?
Parrot Finance, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (707) 343-8594 |
| Office hours | 9-4 |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$30.1MNo change
Jan '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 97%
Larger than 3% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$30.1Mregulatory AUM
Discretionary $30.1M