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Rachel Xue li Nishimoto

Parnassus Investments, LLC

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About Rachel Xue li Nishimoto

Rachel Nishimoto is an Investment Advisor Representative at Parnassus Investments, LLC and has been with the firm since November 2012. Rachel has extensive experience in the financial services industry, with a particular focus on investment company products. Rachel has a Series 6, Series 65 and SIE license and has worked in the industry since March 2013. Rachel holds a specializations in Portfolio Management for Individuals, Portfolio Management for Investment Companies and Portfolio Management for Pooled Investment Vehicles.

Firm Information

Rachel Nishimoto 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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Rachel Nishimoto’s Registration & Firm History

CA

12/10/2021 - Present

Parnassus Investments, LLC (SAN FRANCISCO CA)

CA

03/19/2013 - 08/31/2022

PARNASSUS FUNDS DISTRIBUTOR, LLC (San Francisco CA)

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Licenses & Designations

IA

Issued 06/17/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/18/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rachel Xue li Nishimoto.
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