Parata Analytics Research is a large advisory firm based in Richmond. It manages $113.69 million of regulatory assets for 81 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Virginia.
Parata Analytics Research provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Parata Analytics Research is $113.69 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 106% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Parata Analytics Research for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Philip Barton Peters has been acting as President since 1 Nov 1996. Christine Marie Kohut joined the executive team most recently as the Senior Vice President.
The principal office where Parata Analytics Research performs its advisory services is located at 9100 Arboretum Parkway, Richmond, VA 23236, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 804-272-7530 or by fax 804-272-7538. The normal business hours are 8:30 a.m. to 4:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.parata.com.