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They include 219 high-net-worth individuals, 10 charitable organizations, and 9 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 21 January 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Parthenon offer?","answer":"Parthenon provides portfolio management for individuals and small businesses and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Parthenon charge?","answer":"Parthenon charges 0.50%–1.00% for its Portfolio management. The brochure does not state whether the rate is annual. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $10,000 annual minimum.","source":"PARTHENON LLC ADV PART 2, filed 21 January 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Parthenon use?","answer":"Parthenon’s separately managed account assets are held at Charles Schwab & Co., Inc. (Orlando, FL), with $964M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 January 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Parthenon have?","answer":"Parthenon has 5 investment adviser representatives registered with state securities authorities, out of 7 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Parthenon invest in?","answer":"At the end of its last fiscal year, Parthenon’s separately managed accounts held 76% exchange-traded equities, 11% state and local bonds, 5% cash and equivalents, 4% U.S. government and agency bonds and 4% investment grade corporate bonds. 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