Parsonex Advisory Services, Inc.
● SEC registered since 2012CRD 160275SEC# 801-74543Englewood, CO
Ranks #4,715 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$271.3M
Fund GAV
$30.4M
Private funds
1
Employees
24
Accounts
1,079
Location
Englewood, CO
Parsonex Advisory Services, Inc. assets under management
Parsonex Advisory Services, Inc. is a registered investment adviser overseen by the SEC based in Englewood, CO. The firm has been registered since 2012. It reports $271.3 million in regulatory assets under management and employs 24 people. Parsonex Advisory Services, Inc. manages 1 private fund with combined gross assets of $30.4 million, including E.m.o. Sterling Return Lt Fund. By regulatory assets, it ranks 4,715 of 6,004 private fund managers.
Parsonex Advisory Services, Inc. private funds
1 funds · $30.4M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| E.m.o. Sterling Return Lt Fund | Other Private | $30.4M | $150K |
Parsonex Advisory Services, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jonathan Edward Miller Control | Ceo | Under 5% | 2011 |
| Matthew Ryan Pettera | Cco | Under 5% | 2026 |
| Parsonex Enterprises, Inc. Control | Parent Company | Over 75% | 2011 |
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Join to unlock · $37/moFrequently asked questions
How much does Parsonex Advisory Services, Inc. manage?
Parsonex Advisory Services, Inc. reports $271.3 million in regulatory assets under management on its Form ADV.
How many private funds does Parsonex Advisory Services, Inc. manage?
Parsonex Advisory Services, Inc. manages 1 private funds with combined gross assets of $30.4 million.
How many employees does Parsonex Advisory Services, Inc. have?
Parsonex Advisory Services, Inc. reports 24 employees.
Where is Parsonex Advisory Services, Inc. located?
Parsonex Advisory Services, Inc. is based in Englewood, CO and has been SEC-registered since 2012.
Does Parsonex Advisory Services, Inc. disclose fund performance?
Parsonex Advisory Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8310 S. Valley Highway, Suite 110, Englewood, CO 80112 |
| Phone | 303-662-8700 |
| Fax | 303-309-6438 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$271.3M▲ 79%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
AUM vs fund managersTop 79%
Larger than 21% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 21%
More than 79% of 16,825 advisers
Assets under management
$271.3Mregulatory AUM
Discretionary $271.3M
Service providers
Auditor
Prime broker
Custodian
Administrator