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Parallax Investments, LLC (Houston)


Parallax Investments, LLC is an adviser based in Houston. It manages $75.21 million of regulatory assets for 257 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California, Colorado, Florida, Tennessee, and Texas.

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Parallax Investments provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, selection of other advisers, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Parallax Investments: assets under management

The assets under management (AUM) of Parallax Investments, LLC is $75.21 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 47% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $75.21 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $292.64 thousand each.
Parallax Investments has custody of $8.99 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Parallax Investments, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Houston

The principal office where Parallax Investments, LLC performs its advisory services is located at 5718 Westheimer, Houston, TX 77057, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 713-400-4555 or by fax 713-400-4550. The normal business hours are 8:30-4:30 on Monday - Friday. You can find more information about the New York firm at www.parallaxcapitalpartners.us.


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