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PARNASSUS INVESTMENTS, LLC

SAN FRANCISCO, CA · CRD 316904 · IAPD ↗ · parnassus.com · 415-778-0200

$41.09BRegulatory AUM
28Advisory reps
87Employees
12Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

75
April 2025 — PARNASSUS INVESTMENTS, LLC grew from 23 to 28 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.