# Pariveda Investment Management

> Pariveda Investment Management is a state-registered investment advisory firm in Mountain View, CA, registered since 2003, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 123471
- Filed as: PARIVEDA INVESTMENT MANAGEMENT
- Legal name: Pariveda, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Mountain View, CA
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/123471
- AdvisorCensus page: https://advisorcensus.com/firm/pariveda-investment-management-mountain-view-ca-123471

## Quick answers

**How is Pariveda Investment Management compensated?**
On its Form ADV (Item 5.E, October 2026), Pariveda Investment Management reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Pariveda Investment Management located?**
Pariveda Investment Management's principal office is in Mountain View, CA, according to its Form ADV.

**Is Pariveda Investment Management registered with the SEC or a state?**
Pariveda Investment Management is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 123471.

**How much does Pariveda Investment Management manage?**
Pariveda Investment Management reports $47,876,863 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (97% discretionary).

**What types of clients does Pariveda Investment Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (45); high net worth individuals (17).

**Does Pariveda Investment Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/123471

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $47,876,863
- Discretionary: $46,409,151
- Non-discretionary: $1,467,712

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 45 | $17,642,912 |
| High net worth individuals | 17 | $30,233,951 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2003 (23 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pariveda.com
- Facebook @ParivedaIM
- LinkedIn @15629939

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pariveda Investment Management (CRD 123471): Form ADV filing data as of October 2026.