Parvin Asset Management, LLC

Parvin Asset Management, LLC is an independent investment advisory firm established in June 2021, with a history dating back to December 2000. The firm operates as a money manager, providing investment supervisory services on a discretionary basis tailored to individual client needs. They manage approximately $139.0 million in client assets under discretionary management and $2.0 million under non-discretionary management. Parvin offers various investment strategies, including hedged equity, select equity, balanced, and fixed income accounts, with minimum initial investments ranging from $500,000 to $1,000,000, depending on the strategy. Fees are negotiable and based on a tiered fee schedule, with advisory fees payable quarterly. Parvin does not charge performance-based fees and does not engage in side-by-side management. The firm's investment philosophy focuses on fundamental analysis and value investing to achieve higher risk-adjusted returns. They do not use leverage and aim to preserve capital while providing personalized service to clients. Parvin does not accept authority to vote client securities unless requested in writing. The firm does not maintain custody of client funds or securities and relies on qualified custodians for fee payments. Investment discretion is granted for discretionary accounts, with trading guided by the firm's fiduciary duty. The firm's supervised persons have strong educational backgrounds and extensive experience in the financial industry. Parvin Asset Management operates as a fiduciary, prioritizing clients' interests and complying with applicable laws and regulations.