Parsifal Capital Management, LP (Greenwich)

Parsifal Capital Management, LP is a large advisory firm based in Greenwich. It manages $259.5 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdiction of Connecticut.

Parsifal Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Parsifal Capital Management: assets under management

The assets under management (AUM) of Parsifal Capital Management, LP is $259.5 million, all of which is managed in discretionary accounts. $53.1 million of the total AUM is attributable to clients outside of the United States.

The firm manages $259.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $86.5 million each.

Parsifal Capital Management has custody of $259.5 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Parsifal Capital Management, LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Lucas Robert Warford serves?

The only and largest group of clients of Lucas Robert Warford is pooled investment vehicles with 3 clients and $259.5 million of assets under management. Among the 12 most similar advisory firms, Parsifal Capital Management has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $259.5 million for 3 clients. 66% of the firm’s clients are foreign persons or businesses.

Parsifal Capital Management also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.

Careers at Parsifal Capital Management, LP

The company employs 7 people that are either part- or full-time employees. 71 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Parsifal Capital Management, LP is owned by David Shakir Zorub. Lucas Robert Warford has been acting as President since 1 Oct 2018. Parsifal Capital Management Gp Llc joined the executive team most recently as the General Partner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Lucas Robert Warford	President/cco	1 Oct 2018	Other	4422301
David Shakir Zorub	Owner/limited partner	1 Oct 2018	75% - 100%	2912739
Parsifal Capital Management Gp Llc	General partner	1 Oct 2018	Other	83-2178507

Based in Greenwich

The principal office where Parsifal Capital Management, LP performs its advisory services is located at One Fawcett Place, Greenwich, CT 06830, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-266-3200. The normal business hours are 9am-5pm on Monday - Friday.