Parah Capital Management, LLC

Parah Capital Management, LLC is a registered investment adviser based in Fremont, California, established in 2008. The firm specializes in providing fee-only financial planning and investment management services. Led by Chief Compliance Officer and Managing Partner Howard Chen, the firm follows strict fiduciary standards, always prioritizing clients' interests and avoiding conflicts of interest. Parah offers a comprehensive range of financial planning services, including investment planning, retirement planning, estate planning, and risk management. For investment management, Parah employs a "Core++" investment approach, focusing on long-term growth potential of equities and utilizing a value strategy to identify investment opportunities. The firm manages $46,000,000.00 of client assets on a discretionary basis as of January 29th, 2025. Parah's fee structure is based on a percentage of assets under management, with fees ranging from 1.25% for assets under $500,000 to negotiable rates for assets over $5 million. Fees are deducted directly from client custodial accounts and are payable quarterly in advance. Clients grant Parah investment discretion to execute recommendations in accordance with the client's objectives, with reviews conducted annually. The firm does not charge performance-based fees and provides investment advice to individuals, businesses, pension and profit-sharing plans, trusts, and estates. Parah does not participate in wrap-fee programs and does not receive compensation for the sale of securities or investment products. The firm has no disciplinary history and maintains a high standard of business conduct outlined in its Code of Ethics.