# Parker Investment Management, LLC

> Parker Investment Management, LLC is an SEC-registered investment advisory firm in Menlo Park, CA, registered since 1999, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 112798
- Filed as: PARKER INVESTMENT MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Menlo Park, CA
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/112798
- AdvisorCensus page: https://advisorcensus.com/firm/parker-investment-management-llc-menlo-park-ca-112798

## Quick answers

**How is Parker Investment Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Parker Investment Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Parker Investment Management, LLC located?**
Parker Investment Management, LLC's principal office is in Menlo Park, CA, according to its Form ADV.

**Is Parker Investment Management, LLC registered with the SEC or a state?**
Parker Investment Management, LLC is an SEC-registered investment advisory firm, registered since 1999. Status as filed: Approved. CRD 112798.

**How much does Parker Investment Management, LLC manage?**
Parker Investment Management, LLC reports $725,140,716 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).

**How have Parker Investment Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Parker Investment Management, LLC: Regulatory assets under management: $540,470,940 in the October 2021 data and $725,140,716 in the October 2026 data, up 34%. Total employees: 4 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Parker Investment Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (188); individuals (other than high net worth individuals) (143).

**Does Parker Investment Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/112798

**Does Parker Investment Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 18, 2026 says: "There is no minimum account size required to open or maintain an account."

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 18, 2026)

- Account minimum: None

> There is no minimum account size required to open or maintain an account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $725,140,716
- Discretionary: $725,140,716
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 143 | $29,065,128 |
| High net worth individuals | 188 | $696,075,588 |

### 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: 1999 (27 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, HI, ID, NY, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- parkerinvest.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $540,470,940 | 4 | March 31, 2021 |
| October 2022 | $656,933,479 | 4 | March 24, 2022 |
| October 2023 | $413,708,367 | 5 | March 23, 2023 |
| October 2024 | $536,428,928 | 5 | March 18, 2024 |
| October 2025 | $665,097,336 | 5 | February 25, 2025 |
| October 2026 | $725,140,716 | 5 | March 18, 2026 |

Regulatory assets under management: $540,470,940 in the October 2021 data and $725,140,716 in the October 2026 data, up 34%.
Total employees: 4 in October 2021 and 5 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Parker Investment Management, LLC (CRD 112798): Form ADV filing data as of October 2026.