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Nikhil Joseph Sinha

Parnassus Investments, LLC

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About Nikhil Joseph Sinha

Nikhil Joseph Sinha is a registered investment advisor representative with Parnassus Investments, LLC. Nikhil has been in the financial services industry since 2001. Nikhil holds the Series 66, Series 63, Series 24, Series 7 and SIE licenses. Parnassus Investments is a investment advisory firm that offers portfolio management for individuals, businesses, investment companies and pooled investment vehicles. They have approximately $46.52 billion in assets under management.

Firm Information

Nikhil Sinha is currently registered with Parnassus Investments, LLC. Parnassus Investments, LLC is a San Francisco, CA-based investment advisor with over $46 billion in regulatory assets under management. The firm provides portfolio management services to individuals, businesses, pooled investment vehicles, investment companies, and other investment advisors. Parnassus Investments' client base includes high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, and sovereign wealth funds.
Parnassus Investments, LLC

1 MARKET STREET

SAN FRANCISCO, CA 94105

$46.52B

Assets Under Management

8

Total Clients

17

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Nikhil Sinha’s Registration & Firm History

CA

12/10/2021 - Present

Parnassus Investments, LLC (SAN FRANCISCO CA)

CA

04/05/2005 - 04/27/2015

WELLS FARGO FUNDS DISTRIBUTOR, LLC (SAN FRANCISCO CA)

CA

08/15/2001 - 04/04/2005

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 12/01/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/23/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/02/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/14/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nikhil Joseph Sinha.
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