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Parabolic Partners Capital Management LLC (Summit)


Parabolic Partners Capital Management LLC is a large advisory firm based in Summit. It manages $74 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of New Jersey.

Parabolic Partners Capital Management provides 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.

Parabolic Partners Capital Management: assets under management

The assets under management (AUM) of Parabolic Partners Capital Management LLC is $74 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 94% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $74 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $37 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Parabolic Partners Capital Management LLC for their services and products based on a percentage of assets under management and performance-based fees. 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.

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
Bowyer 2005 Family Trust Trust/owner 1 May 2005 75% - 100% 14-5661614
Lorraine Bowyer Trustee 1 May 2005 75% - 100% 5067501
Keith Family Trust 2005 Trust/owner 1 May 2005 75% - 100% 13-6662290
Elisabeth Keith Trustee 1 May 2005 75% - 100% 5067506

Based in Summit

The principal office where Parabolic Partners Capital Management LLC performs its advisory services is located at 396 Springfield Avenue, Summit, NJ 07901, 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 908-918-0118 or by fax 908-918-0119. The normal business hours are 8:00 am to 6:00 pm on Monday - Friday.


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