PARAMETRIC PORTFOLIO ASSOCIATES LLC
Legal name: PARAMETRIC PORTFOLIO ASSOCIATES
CRD #114310 SEC #801-60485 SEATTLE, WA 206-694-5500
SEC Registered Private Funds
Total AUM
$574B
Discretionary
$534.5B
Employees
1,006
Clients
0
Accounts
201,647
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $574B | $534.5B | $39.5B | 1,006 | 15 |
| Apr 2025 | $574B | $534.5B | $39.5B | 1,006 | 15 |
| Mar 2025 | $574B | $534.5B | $39.5B | 1,006 | 15 |
| Nov 2024 | $475.1B | $433.7B | $41.4B | 877 | 0 |
| Sep 2024 | $475.1B | $433.7B | $41.4B | 877 | 0 |
| Aug 2024 | $475.1B | $433.7B | $41.4B | 877 | 0 |
| Jul 2024 | $475.1B | $433.7B | $41.4B | 877 | 0 |
| Mar 2024 | $475.1B | $433.7B | $41.4B | 877 | 0 |
| Jan 2024 | $386.3B | $354B | $32.2B | 836 | 0 |
| Dec 2023 | $386.3B | $354B | $32.2B | 836 | 0 |
| Aug 2023 | $386.3B | $354B | $32.2B | 836 | 0 |
| Jun 2023 | $386.3B | $354B | $32.2B | 836 | 0 |
| May 2023 | $386.3B | $354B | $32.2B | 836 | 0 |
| Mar 2023 | $386.3B | $354B | $32.2B | 836 | 0 |
| Jan 2023 | $428.9B | $400.7B | $28.2B | 669 | 0 |
| Jun 2022 | $428.9B | $400.7B | $28.2B | 669 | 0 |
| Mar 2022 | $428.9B | $400.7B | $28.2B | 669 | 0 |
| Sep 2021 | $312.9B | $286.6B | $26.3B | 600 | 0 |
| Jul 2021 | $312.9B | $286.6B | $26.3B | 600 | 0 |
| Jul 2021 | $312.9B | $286.6B | $26.3B | 600 | 0 |
| Jun 2021 | $312.9B | $286.6B | $26.3B | 600 | 0 |
| Mar 2021 | $312.9B | $286.6B | $26.3B | 600 | 0 |
| Mar 2021 | $312.9B | $286.6B | $26.3B | 600 | 0 |
| Jan 2021 | $312.9B | $286.6B | $26.3B | 600 | 0 |
| Jan 2021 | $266B | $242.4B | $23.5B | 512 | 0 |
| Nov 2020 | $266B | $242.4B | $23.5B | 512 | 0 |
| Sep 2020 | $266B | $242.4B | $23.5B | 512 | 0 |
| Jun 2020 | $266B | $242.4B | $23.5B | 512 | 0 |
| May 2020 | $266B | $242.4B | $23.5B | 512 | 0 |
| Dec 2019 | $266B | $242.4B | $23.5B | 512 | 0 |
| Nov 2019 | $224.3B | $203.7B | $20.7B | 455 | 0 |
| Mar 2019 | $224.3B | $203.7B | $20.7B | 455 | 0 |
| Jan 2019 | $224.3B | $203.7B | $20.7B | 455 | 0 |
| Aug 2018 | $225.1B | $200.4B | $24.7B | 392 | 0 |
| Mar 2018 | $225.1B | $200.4B | $24.7B | 392 | 0 |
| Jan 2018 | $225.1B | $200.4B | $24.7B | 392 | 0 |
| Dec 2017 | $178.6B | $170.3B | $8.3B | 389 | 0 |
| Jun 2017 | $178.6B | $170.3B | $8.3B | 351 | 30,789 |
| Jan 2017 | $178.6B | $170.3B | $8.3B | 351 | 30,789 |
| Apr 2016 | $154.2B | $145.1B | $9.1B | 320 | 29,100 |
| Nov 2015 | $147.1B | $139.6B | $7.5B | 304 | 27,400 |
| May 2015 | $139.3B | $133B | $6.4B | 298 | 22,975 |
| Dec 2014 | $132.6B | $125.1B | $7.5B | 288 | 22,975 |
| Jan 2014 | $115.7B | $110.2B | $5.4B | 256 | 19,300 |
| Jul 2013 | $91.8B | $87B | $4.8B | 205 | 14,800 |
| Feb 2013 | $91.8B | $87B | $4.8B | 205 | 14,800 |
| May 2012 | $44.3B | $44.3B | $0 | 51 | 12,900 |
| Jan 2012 | $37.8B | $37.8B | $0 | 51 | 12,600 |
| Feb 2011 | $34.7B | $34.7B | $0 | 51 | -- |
| Jan 2011 | $34.7B | $34.7B | $0 | 51 | -- |
| Feb 2008 | $24.9B | $24.9B | $0 | 51 | -- |
| Jan 2007 | $19.2B | $19.2B | $0 | 51 | -- |
| Jan 2006 | $15.9B | $15.9B | $0 | 51 | -- |
| Jan 2005 | $9.3B | $9.3B | $0 | -- | -- |
| Jan 2004 | $6.6B | $6.6B | $0 | -- | -- |
| Oct 2003 | $5.2B | $5.2B | $0 | -- | -- |
| Sep 2001 | $4.7B | $4.7B | $0 | -- | -- |
| Aug 2001 | $4.7B | $4.7B | $0 | -- | -- |
| Aug 2001 | $4.7B | $4.7B | $0 | -- | -- |
DateAug 2025
Total AUM$574B
Discretionary$534.5B
Non-Disc.$39.5B
Employees1,006
Clients15
DateApr 2025
Total AUM$574B
Discretionary$534.5B
Non-Disc.$39.5B
Employees1,006
Clients15
DateMar 2025
Total AUM$574B
Discretionary$534.5B
Non-Disc.$39.5B
Employees1,006
Clients15
DateNov 2024
Total AUM$475.1B
Discretionary$433.7B
Non-Disc.$41.4B
Employees877
Clients0
DateSep 2024
Total AUM$475.1B
Discretionary$433.7B
Non-Disc.$41.4B
Employees877
Clients0
DateAug 2024
Total AUM$475.1B
Discretionary$433.7B
Non-Disc.$41.4B
Employees877
Clients0
DateJul 2024
Total AUM$475.1B
Discretionary$433.7B
Non-Disc.$41.4B
Employees877
Clients0
DateMar 2024
Total AUM$475.1B
Discretionary$433.7B
Non-Disc.$41.4B
Employees877
Clients0
DateJan 2024
Total AUM$386.3B
Discretionary$354B
Non-Disc.$32.2B
Employees836
Clients0
DateDec 2023
Total AUM$386.3B
Discretionary$354B
Non-Disc.$32.2B
Employees836
Clients0
DateAug 2023
Total AUM$386.3B
Discretionary$354B
Non-Disc.$32.2B
Employees836
Clients0
DateJun 2023
Total AUM$386.3B
Discretionary$354B
Non-Disc.$32.2B
Employees836
Clients0
DateMay 2023
Total AUM$386.3B
Discretionary$354B
Non-Disc.$32.2B
Employees836
Clients0
DateMar 2023
Total AUM$386.3B
Discretionary$354B
Non-Disc.$32.2B
Employees836
Clients0
DateJan 2023
Total AUM$428.9B
Discretionary$400.7B
Non-Disc.$28.2B
Employees669
Clients0
DateJun 2022
Total AUM$428.9B
Discretionary$400.7B
Non-Disc.$28.2B
Employees669
Clients0
DateMar 2022
Total AUM$428.9B
Discretionary$400.7B
Non-Disc.$28.2B
Employees669
Clients0
DateSep 2021
Total AUM$312.9B
Discretionary$286.6B
Non-Disc.$26.3B
Employees600
Clients0
DateJul 2021
Total AUM$312.9B
Discretionary$286.6B
Non-Disc.$26.3B
Employees600
Clients0
DateJul 2021
Total AUM$312.9B
Discretionary$286.6B
Non-Disc.$26.3B
Employees600
Clients0
DateJun 2021
Total AUM$312.9B
Discretionary$286.6B
Non-Disc.$26.3B
Employees600
Clients0
DateMar 2021
Total AUM$312.9B
Discretionary$286.6B
Non-Disc.$26.3B
Employees600
Clients0
DateMar 2021
Total AUM$312.9B
Discretionary$286.6B
Non-Disc.$26.3B
Employees600
Clients0
DateJan 2021
Total AUM$312.9B
Discretionary$286.6B
Non-Disc.$26.3B
Employees600
Clients0
DateJan 2021
Total AUM$266B
Discretionary$242.4B
Non-Disc.$23.5B
Employees512
Clients0
DateNov 2020
Total AUM$266B
Discretionary$242.4B
Non-Disc.$23.5B
Employees512
Clients0
DateSep 2020
Total AUM$266B
Discretionary$242.4B
Non-Disc.$23.5B
Employees512
Clients0
DateJun 2020
Total AUM$266B
Discretionary$242.4B
Non-Disc.$23.5B
Employees512
Clients0
DateMay 2020
Total AUM$266B
Discretionary$242.4B
Non-Disc.$23.5B
Employees512
Clients0
DateDec 2019
Total AUM$266B
Discretionary$242.4B
Non-Disc.$23.5B
Employees512
Clients0
DateNov 2019
Total AUM$224.3B
Discretionary$203.7B
Non-Disc.$20.7B
Employees455
Clients0
DateMar 2019
Total AUM$224.3B
Discretionary$203.7B
Non-Disc.$20.7B
Employees455
Clients0
DateJan 2019
Total AUM$224.3B
Discretionary$203.7B
Non-Disc.$20.7B
Employees455
Clients0
DateAug 2018
Total AUM$225.1B
Discretionary$200.4B
Non-Disc.$24.7B
Employees392
Clients0
DateMar 2018
Total AUM$225.1B
Discretionary$200.4B
Non-Disc.$24.7B
Employees392
Clients0
DateJan 2018
Total AUM$225.1B
Discretionary$200.4B
Non-Disc.$24.7B
Employees392
Clients0
DateDec 2017
Total AUM$178.6B
Discretionary$170.3B
Non-Disc.$8.3B
Employees389
Clients0
DateJun 2017
Total AUM$178.6B
Discretionary$170.3B
Non-Disc.$8.3B
Employees351
Clients30,789
DateJan 2017
Total AUM$178.6B
Discretionary$170.3B
Non-Disc.$8.3B
Employees351
Clients30,789
DateApr 2016
Total AUM$154.2B
Discretionary$145.1B
Non-Disc.$9.1B
Employees320
Clients29,100
DateNov 2015
Total AUM$147.1B
Discretionary$139.6B
Non-Disc.$7.5B
Employees304
Clients27,400
DateMay 2015
Total AUM$139.3B
Discretionary$133B
Non-Disc.$6.4B
Employees298
Clients22,975
DateDec 2014
Total AUM$132.6B
Discretionary$125.1B
Non-Disc.$7.5B
Employees288
Clients22,975
DateJan 2014
Total AUM$115.7B
Discretionary$110.2B
Non-Disc.$5.4B
Employees256
Clients19,300
DateJul 2013
Total AUM$91.8B
Discretionary$87B
Non-Disc.$4.8B
Employees205
Clients14,800
DateFeb 2013
Total AUM$91.8B
Discretionary$87B
Non-Disc.$4.8B
Employees205
Clients14,800
DateMay 2012
Total AUM$44.3B
Discretionary$44.3B
Non-Disc.$0
Employees51
Clients12,900
DateJan 2012
Total AUM$37.8B
Discretionary$37.8B
Non-Disc.$0
Employees51
Clients12,600
DateFeb 2011
Total AUM$34.7B
Discretionary$34.7B
Non-Disc.$0
Employees51
Clients--
DateJan 2011
Total AUM$34.7B
Discretionary$34.7B
Non-Disc.$0
Employees51
Clients--
DateFeb 2008
Total AUM$24.9B
Discretionary$24.9B
Non-Disc.$0
Employees51
Clients--
DateJan 2007
Total AUM$19.2B
Discretionary$19.2B
Non-Disc.$0
Employees51
Clients--
DateJan 2006
Total AUM$15.9B
Discretionary$15.9B
Non-Disc.$0
Employees51
Clients--
DateJan 2005
Total AUM$9.3B
Discretionary$9.3B
Non-Disc.$0
Employees--
Clients--
DateJan 2004
Total AUM$6.6B
Discretionary$6.6B
Non-Disc.$0
Employees--
Clients--
DateOct 2003
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$0
Employees--
Clients--
DateSep 2001
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees--
Clients--
DateAug 2001
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees--
Clients--
DateAug 2001
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees--
Clients--