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Parallel Advisors
Parallel Advisors was established in 2006 by C.J. Rendic. The firm provides wealth management, financial planning, tax strategy and investment advisory to...
Overview
Parallel Advisors was established in 2006 by C.J. Rendic. The firm provides wealth management, financial planning, tax strategy and investment advisory to affluent families and endowments. The firm allocates across private equity, real estate, direct co-investments, fund-of-funds and philanthropic vehicles. Its geographic reach centers on North America. Golden Gate Capital led a recapitalization of the firm in 2023. Parallel Advisors employs an open-architecture approach and maintains The Parallel Foundation for mission-related activities. C.J. Rendic participates in YPO. David Canter serves on the board. The firm operates with a recapitalized ownership structure following the 2022 transaction with Golden Gate Capital, separating day-to-day advisory from external private-equity oversight.
General information
Firm type
Multi Family Office
Year founded
2006
Location
Region
North America
Country
United States
City
San Francisco
Corporate office
150 Spear Street, Suite 1600, San Francisco, CA 94105
Additional offices
Ann Arbor, MI, United States · Dayton, OH, United States
Principals
C.J. Rendic
Founder and CEO
Altss tracks 1 additional named team member for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
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Frequently asked questions
Who runs investment decisions at Parallel Advisors?
C.J. Rendic serves as Founder and CEO. David Canter sits on the board of directors.
What asset classes does Parallel Advisors deploy into?
Allocations include private equity, real estate, direct co-investments, fund-of-funds and philanthropic vehicles.
Where does Parallel Advisors maintain physical offices?
Headquarters in San Francisco with additional offices in Ann Arbor, Michigan and Dayton, Ohio.
What external ownership event occurred at Parallel Advisors?
Golden Gate Capital led a recapitalization in 2022.
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