Single Family OfficeRIA · CRD 123471SEC-Registered

Updated:

Pariveda Investment Management

PARIVEDA INVESTMENT MANAGEMENT is an SEC-registered investment adviser in MOUNTAIN VIEW, CA. The firm manages $48 million in assets, $46 million on a...

Pariveda Investment Management

PARIVEDA INVESTMENT MANAGEMENT is an SEC-registered investment adviser in MOUNTAIN VIEW, CA. The firm manages $48 million in assets, $46 million on a discretionary basis. It has 2 employees and 1 investment adviser.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Mountain View

Corporate office

Dallas, TX, United States

Principals

Bruce Ballengee

Founder

Sector focus

Enterprise SoftwareAI/MLDigital HealthFinTech

Frequently asked questions

How is Pariveda Investment Management related to Pariveda Solutions?

Pariveda Investment Management is the family office of Bruce Ballengee, who founded Pariveda Solutions in 2003 and led it as CEO until its 2019 acquisition by ESW Capital. The liquidity from that transaction funded the family office. The two entities are now legally and operationally separate, though the family office draws on the Pariveda Solutions alumni network for deal sourcing.

What does Pariveda Investment Management invest in?

The family office focuses on direct venture investments at the Seed through Series B stages, primarily in enterprise software, applied artificial intelligence, digital health, and fintech. While its portfolio is not publicly disclosed, the office is known to participate in syndicated rounds alongside institutional venture firms, with a geographic emphasis on Texas, the Mountain West, and Southern California.

Who makes investment decisions at Pariveda Investment Management?

Bruce Ballengee, the founder and principal, is the primary decision-maker. His investment philosophy emphasizes founder quality, technical depth, and durable business models — an extension of the talent-development culture he cultivated at Pariveda Solutions. The office may draw on a network of former Pariveda Solutions executives for due diligence, but no other named investment professionals have been publicly identified.

Does Pariveda Investment Management take outside capital or co-investors?

There is no public record of Pariveda Investment Management accepting outside capital, operating a multi-family-office platform, or formalizing a co-investor vehicle. The office's structure and Ballengee's public posture indicate it functions as a traditional single family office deploying proprietary wealth.

Does Pariveda Investment Management have a website or public presence?

The family office maintains no public website, LinkedIn page, or other digital presence. This low-profile approach means detailed portfolio composition, team size, and total assets under management are not publicly disclosed.

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