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Building 2PARTHENON LLC

Map pinLOUISVILLE, KY
Phone502-327-5660
NotebookSEC #801-56440
Total AUM
$1.2B
Employees
7
Clients
243

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
435 N. WHITTINGTON PARKWAY
SUITE 180
LOUISVILLE
KY 40222
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
502-327-5660

ReceiptFinancials

Total AUM
$1.2B
Accounts
461
Discretionary
$1.2B
Accounts
450
Non-Discretionary
$15.9M
Accounts
11

ContactClients

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HNW Individual Clients
219
AUM
$1.1B
Pooled Vehicle Clients
1
AUM
$17.8M
Pension/Profit Sharing Plan Clients
4
AUM
$18.9M
Charitable Organization Clients
10
AUM
$40.7M
Corporation or Business Clients
9
AUM
$66.9M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
PORTFOLIO MANAGEMENT FOR A LIMITED PARTNERSHIP
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
INKYOHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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