Parallel Advisors
Parallel Advisors is a multi-family office headquartered in San Francisco. Founded in 2006 by CEO C.J.

Parallel Advisors
Parallel Advisors is a multi-family office headquartered in San Francisco. Founded in 2006 by CEO C.J. Rendic, a former UBS advisor, the firm provides comprehensive wealth management, financial planning, tax strategy and investment advisory services to affluent individuals, families and endowments across the United States. Its team-based model emphasizes fiduciary alignment, open-architecture portfolios and multi-generational estate planning.
General information
Firm type
Multi Family Office
Year founded
2006
AUM
—
Location
Region
North America
Country
—
City
San Francisco
Corporate office
150 Spear Street Suite 1600
Frequently asked questions
What is Parallel Advisors?
Parallel Advisors is a multi family office headquartered in San Francisco.
When was Parallel Advisors founded?
Parallel Advisors was founded in 2006.
Where is Parallel Advisors headquartered?
Parallel Advisors is headquartered in San Francisco, in the North America region.
What does Altss track for Parallel Advisors?
Altss maintains an OSINT-verified profile of Parallel Advisors covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Parallel Advisors's website?
Parallel Advisors's public website is www.paralleladvisors.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Parallel Advisors?
Parallel Advisors is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Parallel Advisors?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Parallel Advisors?
Parallel Advisors's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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