Multi-Family OfficeRIA · CRD 140800SEC-Registered

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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...

Parallel Advisors logo

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 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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Sector focus

Wealth ManagementFinancial PlanningTrust ServicesTax Advisory

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.

How is Parallel Advisors structured relative to single-family offices?

It operates as a multi-family office serving multiple families and endowments rather than a single lineage.

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.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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