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Co-President, Chief Technology Officer and Head of Operations · Parametric Portfolio Associates

Ranjit Kapila

CRD 7148914 · Named on Form ADV at one SEC-registered adviser

At a glance

Parametric Portfolio Associates, an SEC-registered wealth manager based in Seattle, WA with $684.8 billion in regulatory assets, lists Ranjit Kapila on its Form ADV as Co-President, Chief Technology Officer and Head of Operations, a control person.

Firms and roles

AtlasMembers

Ranjit’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Thomas B. LeeCo-President, Chief Investment Officer, Parametric Portfolio Associates
  • Cindy M. KimChief Compliance Officer, Parametric Portfolio Associates
  • Benjamin P. HammesHead of Derivatives Advisory Compliance, Parametric Portfolio Associates
  • Melissa G. FellChief Administrative Officer, Parametric Portfolio Associates

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ranjit’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.