# Parallel Advisors

Parallel Advisors is a Multi Family Office based in San Francisco, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** San Francisco, United States
- **Region:** North America
- **Address:** 150 Spear Street, Suite 1600, San Francisco, CA 94105
- **Founded:** 2006
- **Assets under management:** 8740 (Altss estimate)
- **Website:** paralleladvisors.com
- **LinkedIn:** https://www.linkedin.com/company/parallel-advisors/

## Regulatory record

- **CRD number:** 140800
- **SEC file number:** 801-68107
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-28T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/140800

## About

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.

## Sectors

- Wealth Management
- Financial Planning
- Trust Services
- Tax Advisory

## Offices

- Ann Arbor, MI, United States
- Dayton, OH, United States

## People

- C.J. Rendic — Founder and CEO

## 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.

## Related profiles

- [TRT Holdings](https://altss.com/profile/trt-holdings-robert-rowling-family-office)
- [Altair Advisers](https://altss.com/profile/altair-advisers-llc)

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Last updated: 2026-07-06T01:24:22.882Z

Canonical page: https://altss.com/profile/parallel-advisors

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