Parallel Advisors (PRIVATE.PARALLEL)

Take Impact Assessment
Overall impact
D (29)

Commentary

Parallel Advisors is a below-average overall performer. With a 'D' rating of 28.6 for overall impact (bottom 25% of all companies), Parallel Advisors ranks 70th out of 72 industry peers, behind EdgeCo Holdings, Bain Capital, Main Street Capital and 66 others, and ahead of Defiance Quantum ETF and NewEdge. On top material causes for Parallel Advisors's industry (Capital Markets), Parallel Advisors
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Less
Screens
Advertising
Alcohol
Alcohol - responsible marketing
Anti-abortion support
Anti-Israel
Anti-personnel mines
Anti-social publishing
Arctic drilling
Banned pesticides and chemicals
Banned pharmaceuticals
Biological and chemical weapons
Cannabis
Child safety
Cluster munitions
Coal
Conflict minerals
Contraceptives
Controversial weapons
Deforestation - financing
Deforestation - supply chain
Depleted uranium
Discrimination controversies
Electrical utility
Endangered wildlife
Environmental controversies
EU sanctions list
Factory farming
Fast food
Firearms
Food commodity derivatives
For-profit health care
Fossil fuel
Fur
Gambling
Genetic engineering
Health-related controversies
Human rights controversies
Human trafficking
Illegal activities
ILO Conventions
Interest-based products
Iran
Land use and biodiversity
Military contracting
Misleading communication
Music
Myanmar
Non-sustainable palm oil
Northern Ireland (Macbride)
North Korea
No SBTI commitment
Nuclear
OECD Guidelines
Oil and gas
Opioid controversies
Oppressive governments
Palestinian human rights
Pharma controversies
Pork
Pornography
Predatory lending
Prison involvement
Privacy breaches
Pro-life
Russia
Single-use plastic
Stem cell research
Sudan
Sugar
Syria
Tar sands
Thermal coal
Tobacco
Tobacco - GICS
UK sanctions list
Undermining US elections
UN Global Compact
UN Guiding Principles
US OFAC sanctions list
Weapons
Impact
Cause PRIVATE.PARALLEL
Peer rank
Overall impact

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Screens
Advertising
Alcohol
Alcohol - responsible marketing
Anti-abortion support
Anti-Israel
Anti-personnel mines
Anti-social publishing
Arctic drilling
Banned pesticides and chemicals
Banned pharmaceuticals
Biological and chemical weapons
Cannabis
Child safety
Cluster munitions
Coal
Conflict minerals
Contraceptives
Controversial weapons
Deforestation - financing
Deforestation - supply chain
Depleted uranium
Discrimination controversies
Electrical utility
Endangered wildlife
Environmental controversies
EU sanctions list
Factory farming
Fast food
Firearms
Food commodity derivatives
For-profit health care
Fossil fuel
Fur
Gambling
Genetic engineering
Health-related controversies
Human rights controversies
Human trafficking
Illegal activities
ILO Conventions
Interest-based products
Iran
Land use and biodiversity
Military contracting
Misleading communication
Music
Myanmar
Non-sustainable palm oil
Northern Ireland (Macbride)
North Korea
No SBTI commitment
Nuclear
OECD Guidelines
Oil and gas
Opioid controversies
Oppressive governments
Palestinian human rights
Pharma controversies
Pork
Pornography
Predatory lending
Prison involvement
Privacy breaches
Pro-life
Russia
Single-use plastic
Stem cell research
Sudan
Sugar
Syria
Tar sands
Thermal coal
Tobacco
Tobacco - GICS
UK sanctions list
Undermining US elections
UN Global Compact
UN Guiding Principles
US OFAC sanctions list
Weapons
Impact trend

Change in rating for overall impact

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Company
Employees
154
Sector
Financials
Industry
Capital Markets
Sub-industry
Asset Management & Custody Banks
SASB industry
Asset Management & Custody Activities
Headquarters
#<Country/State:0x0000ffff66194888>, United States
Share classes
PRIVATE.PARALLEL
More info
https://paralleladvisors.com/
Description
Parallel Advisors is an SEC-registered, fee-only fiduciary wealth-management firm founded in 2006 and headquartered in San Francisco. It provides investment management, financial planning, tax planning and tax-preparation services to individuals, trusts, and estates. Its services also cover estate and wealth-transfer planning, equity-compensation planning, retirement-plan services, and divorce financial services. The company provides family-office services for high-net-worth families, including consolidated reporting, cash management, private-investment access, and multigenerational planning. Through Parallel Trust Company of California, it also provides corporate-trustee and trust-administration services.
Material causes
Ethos considers the following causes material for Parallel Advisors, based on its industry sub-industry Asset Management & Custody Banks. Learn more about material causes in our methodology overview.
Not available

This information is subject to Ethos' Terms and Conditions, which you can find here.

This information may not be used for corporate financing purposes (including, without limitation, ESG-linked loans, credit facilities, securities or structured products), as a basis for any financial instruments or products (including, without limitation, passively managed funds and index-linked derivative securities) or other products or services, to verify or correct data in any other compilation of data or index, to create any derivative works, nor to create any other data or index (custom or otherwise), without Ethos' prior written permission.

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