Parametric Risk Advisors LLC (Westport)

Name: Parametric Risk Advisors LLC
Address: 518 Riverside Avenue, Westport, CT, 06880
Telephone: 203-227-1700

Parametric Risk Advisors LLC is a large advisory firm based in Westport. It manages $5.13 billion of regulatory assets for 472 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.

Parametric Risk Advisors provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Parametric Risk Advisors: assets under management

The assets under management (AUM) of Parametric Risk Advisors LLC is $5.13 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1232% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $5.13 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $10.87 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Parametric Risk Advisors LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Parametric Risk Advisors LLC

Bradley Scott Berggren has been acting as President since 1 Mar 2007. Kenneth Lee Everding has served as the Chief Investment Officer since 1 May 2007. Randall Scott Hegarty joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Parametric	Shareholder	1 Mar 2007	75% - 100%	114310
Bradley Scott Berggren	Ceo/president	1 Mar 2007	Other	2283515
Aaron William Singleton	Treasurer	1 Mar 2007	Other	2259898
Parametric Portfolio Associates Llc	Shareholder	1 Mar 2007	75% - 100%	114310
Kenneth Lee Everding	Chief investment officer	1 May 2007	Other	2334812
Lawrence M Berman	Secretary	1 May 2007	Other	2842468
Jonathan Orseck	Chief operating officer	1 May 2007	Other	2488079
Mra Advisors Holdings Llc	Shareholder	1 May 2007	50% - 75%	01-0892982
Deborah Anne Lamb	Chief compliance officer	1 Mar 2013	Other	828798
Christine Carr Smith	Chief compliance officer	1 Apr 2015	Other	1658612
Bradley Scott Berggren	Manager, co-managing director - investment strategy and research	1 Nov 2015	Other	2283515
Kenneth Lee Everding	Manager, managing director - research	1 Nov 2015	Other	2334812
Jonathan Orseck	Manager, managing director - operations	1 Nov 2015	Other	2488079
Orison Young Chaffee	Manager, managing principal	1 Nov 2015	Other	1286048
Thomas Bernard Lee	Manager, co-managing director - investment strategy and research	1 Nov 2015	Other	2686076
Randall Scott Hegarty	Chief compliance officer	1 Mar 2016	Other	6406060

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Eaton Vance Corp. ("Evc")	Evc wholly owns eva	1 Jan 2001	75% - 100%	04-2718215
Eaton Vance Acquisitions ("Eva")	Shareholder of parametric portfolio associates	1 Sep 2003	75% - 100%	04-6948403
Eaton Vance Acquisitions Business Trust ("Evabt")	Shareholder	1 Sep 2003	75% - 100%	04-6948403
Bradley Scott Berggren	Shareholder of mra advisors holdings llc ("mra")	1 Apr 2007	50% - 75%	2283515
Kenneth Lee Everding	Shareholder of mra	1 Apr 2007	25% - 50%	2334812

Based in Westport

The principal office where Parametric Risk Advisors LLC performs its advisory services is located at 518 Riverside Avenue, Westport, CT 06880, 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 203-227-1700 or by fax 203-227-1712. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at parametricportfolio.com.