Parrot Finance, INC.: new SEC registration, $30M AUM,
Parrot Finance, INC.: new SEC registration, $30M AUM, . Its amount of 30 is below the median of 134 (3rd percentile). Dated 405 days ago, it serves as a historical benchmark. Score 30/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 30 · 3th percentile of 1,149 NewRiaPulse records · 0.2x the median
Free preview: all 10 published fields of this record are shown below. Locked: 499 related NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Parrot Finance, INC. |
| Legal name | Parrot Finance, INC. |
| CRD | 338169 |
| Status | Approved |
| Registered with the SEC | 2025-09-25 |
| Latest Form ADV filing | 2026-04-22 |
| Regulatory AUM | $30,120,451 |
| Accounts | 10134 |
| Employees | 5 |
| Website | https://www.parrotfinance.io |
| amount percentile | 3th of 1,149 (median 134, 0.2x median) |
| Peer records CSV (500 records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
Watch Parrot Finance, INC.
Free email alert. Alert me when this company gets a new filing, lien, permit, contract or expiry in this feed. One confirmation email; unsubscribe any time.
Free for 1 company. More companies from $9/mo (25), $49/mo (500 + CSV), $199/mo (500 + CSV + API). Cancel any time from the link in every email.
Free first: a 10-record sample of records
See the real columns before you buy. One confirmation email, nothing else unless you opt in.
Unlock Parrot Finance + 500 peer records (CSV)
Instant CSV download · Card, Apple Pay, Google Pay or Link via Stripe · No account required
CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2025-09-25
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records: Vanguard Capital Management, LLC · Vanguard Portfolio Management, LLC · Caxton Associates LLP · Mic Capital Management Uk LLP · Old Mission Asset Management LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
Is this your business? Add a "Listed on Zalwin" badge to your site
Paste this snippet into your website. It links to this public record; nothing is tracked on your site.
30 / 100 Score
- Website on file.
What is the NewRiaPulse record for Parrot Finance, INC.?
Parrot Finance, INC. received SEC registration as an investment adviser (2025-09-25) with $30,120,451 in regulatory assets under management, based in .
How does Parrot Finance, INC. compare to other NewRiaPulse records?
Its amount of 30 is below the median (3th percentile); smaller records often move faster and face less competition. It is 405 days old; check the official source for later updates before acting. Its Score of 30/100 is modest; treat it as background rather than a priority.
Related records
NewRiaPulse: Under $100M NewRiaPulse: Approved
How to monitor Parrot Finance, INC. and peer approved records
Get new NewRiaPulse records like Parrot Finance, INC. by email (free, weekly)
We email one confirmation link now; the weekly digest starts only after you confirm. One-click unsubscribe in every email.
Double opt-in: nothing is sent until you click the confirmation link. One-click unsubscribe.
Get new RIAs in your territory
NewRiaPulse emails newly registered advisers matching your states and AUM range each month.
✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.