Matthew C Malloy
Investment adviser representative at Parnassus Investments, LLC
10 yearsExperience
1 stateRegistered in
$41.1BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Parnassus Funds Distributor, LLCJan 2026 to now
- Parnassus Investments, LLCJan 2026 to now
- Foreside Fund Services, LLCNov 2024 to Dec 2025
- Hilton Capital Management, LLCOct 2024 to Dec 2025
- Foreside Fund Services, LLCJul 2021 to Oct 2024
- Angel Oak Capital Advisors, LLCJun 2021 to Oct 2024
- Putnam Retail ManagementJun 2016 to Jun 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (CA).
Parnassus Investments, LLC
$41.1BAssets managed
30Clients
12Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6520076
- Firm CRD
- 316904