PARAMETRIC PORTFOLIO ASSOCIATES
Filed: March 25, 2014
Financial portfolio management
Owned by: Parametric Portfolio Associates LLC
Serial Number: 86231379
PARAMETRIC
Filed: March 25, 2014
Financial portfolio management
Owned by: Parametric Portfolio Associates LLC
Serial Number: 86231470
TAX-MANAGED CORE
Filed: February 4, 2015
Financial portfolio management
Owned by: Parametric Portfolio Associates LLC
Serial Number: 86524470
CUSTOM CORE
Filed: March 10, 2016
Financial portfolio management
Owned by: Parametric Portfolio Associates LLC
Serial Number: 86935717
SARP
Filed: January 22, 2018
Fund investment and advisory services marketed and sold to institutional investors or through financial intermediaries,…
Owned by: Parametric Portfolio Associates LLC
Serial Number: 87764161
PARAMETRIC
Filed: December 17, 2019
Financial portfolio management
Owned by: Parametric Portfolio Associates LLC
Serial Number: 88730077
PARAMETRIC
Filed: December 17, 2019
Financial portfolio management
Owned by: Parametric Portfolio Associates LLC
Serial Number: 88730109
CUSTOM TO THE CORE
Filed: August 10, 2020
Fund investment and advisory services; Investment counseling services; Management of portfolios comprising securities; Mutual…
Owned by: Parametric Portfolio Associates LLC
Serial Number: 90103850
MAKE PASSIVE INVESTING PERSONAL
Filed: August 10, 2020
Fund investment and advisory services; Investment counseling services; Management of portfolios comprising securities; Mutual…
Owned by: Parametric Portfolio Associates LLC
Serial Number: 90103874
RADIUS
Filed: December 13, 2021
Computer software and mobile applications for use by others in rendering financial services, namely, downloadable software…
Owned by: Parametric Portfolio Associates LLC
Serial Number: 97168715
DIRECT CORE
Filed: May 28, 2024
Fund investment and advisory services; Investment counseling services; Management of portfolios comprising securities; Mutual…
Owned by: Parametric Portfolio Associates LLC
Serial Number: 98572116
