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Parke Investment Management
Parke Investment Management is an SEC-registered investment advisor (filed as Parke Investment Management, Inc.) with a focus on long-only US equity...
Parke Investment Management
Parke Investment Management is an SEC-registered investment advisor (filed as Parke Investment Management, Inc.) with a focus on long-only US equity portfolios. The firm's investment approach emphasizes concentrated holdings in mid- to large-cap companies, often holding fewer than 20 positions in a typical separate account. Client base includes high-net-worth individuals, pensions, and endowments. The firm's strategy centers on fundamental bottom-up analysis, with portfolio turnover that suggests a multi-year holding period. Parke does not operate hedge fund or private equity structures—it is a traditional long-only asset manager. The firm does not publicly disclose its AUM, though prior regulatory filings indicated a figure in the low hundreds of millions of dollars (per SEC Form ADV, various years). With no publicly stated team size or additional offices, Parke appears to be a small, closely held RIA. The firm has not launched any known separate investment vehicles, philanthropic arms, or real-asset platforms. No significant ownership changes or succession events have been reported in the past decade. The firm's key structural differentiator is its independence—no affiliation with a bank, insurance company, or larger wealth platform. This suggests that Parke operates leanly, with investment decisions made by a small team without external fund marketing pressures. Its lack of public profile limits transparency for prospective allocators.
General information
Firm type
Asset Manager
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
Who runs investment decisions at Parke Investment Management?
The firm's principal and chief investment officer is not publicly named on its SEC Form ADV or any other public filing. The firm operates as a small, closely held RIA. Investment decisions are made internally by a small team.
What investment strategy does Parke Investment Management?
Parke runs a concentrated long-only US equity strategy. The firm holds between 10 and 20 positions in typical accounts, focusing on mid- to large-cap companies with durable competitive advantages.
Is Parke Investment Management a family office?
No. Parke is an SEC-registered investment advisor that serves multiple clients, including high-net-worth individuals, pensions, and endowments. It is not structured as a single or multi-family office.
Does Parke Investment Management disclose its AUM?
No, Parke does not publicly disclose its AUM. Earlier SEC filings (e.g., Form ADV for 2018) listed a number around $200 million, but current AUM is not published.
What is the firm's investment style in terms of turnover and conviction?
Parke runs a low-turnover, high-conviction portfolio. The firm holds positions for multiple years, indicating a buy-and-hold approach.
Profile maintained by Altss 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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