Menu
Search icon

PARAMETRIC PORTFOLIO ASSOCIATES LLC

Company claim

Is this your business?

Get access!

Company Details

Legal Name: PARAMETRIC PORTFOLIO ASSOCIATES LLC
Jurisdiction: WASHINGTON
Entity Type: FOREIGN LIMITED LIABILITY COMPANY
Category: FOREIGN ENTITY
Status: Active
Formation/ Registration Date: May 14th 2004
Expiration date: 31 May 2026
UBI Number: 602 395 705
ZIP code: 98104
City: Seattle
County: KING
Home State: WASHINGTON
Principal Office Street Address: Google Maps Logo 800 FIFTH AVENUE, SUITE 2800, SEATTLE, WA, 98104, UNITED STATES

Contact Details

E-Mail: AARON.GUTH@MORGANSTANLEY.COM

Nature of Business

REGISTERED INVESTMENT ADVISER PROVIDING INVESTMENT ADVISORY SERVICES PRIMARILY TO INSTITUTIONAL CLIENTS, HIGH-NET-WORTH CLIENTS, RETAIL CLIENTS AND MUTUAL FUNDS IN THE UNITED STATES AND INTERNATIONALLY. EMPLOYER

Reviews Leave a review

Be the first to leave a review!

Registered Agent Information

Name Role
C T CORPORATION SYSTEM Registered Agent

Key Officers & Management

Name Role Address
MORGAN STANLEY CAPITAL MANAGEMENT, LLC Governing Person 118 W EDWARDS ST STE 200, SPRINGFIELD, IL, 62704-1927, UNITED STATES
AARON SINGLETON EXECUTOR 1151 FAIRVIEW AVE N, SEATTLE, WA, 98109, UNITED STATES

Unique Entity ID

CAGE Code:
72MX9
UEI Expiration Date:
2016-06-22

Business Information

Activation Date:
2015-06-23
Initial Registration Date:
2014-02-26

Commercial and government entity program

CAGE number:
72MX9
Status:
Active
Type:
Non-Manufacturer
CAGE Update Date:
2016-06-22
CAGE Link:
View company profile on CAGE website

Contact Information

POC:
CHRIS UHAS

Trademarks

Serial Number:
98572116
Mark:
DIRECT CORE
Status:
PUBLISHED FOR OPPOSITION
Mark Type:
SERVICE MARK
Application Filing Date:
2024-05-28
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
DIRECT CORE
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Fund investment and investment advisory services; financial counseling services, namely, investment counseling; Management of portfolios comprising securities; ...
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
97168715
Mark:
RADIUS
Status:
A second request for extension of time to file a Statement of Use has ...
Mark Type:
Trademark, Service Mark
Application Filing Date:
2021-12-13
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
RADIUS
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Providing information and analysis relating to economic market data; providing business and market research services to individual and institutional financial i...
First Use:
2024-06-01
International Classes:
035 - Primary Class
Class Status:
ACTIVE
For:
Fund investment and advisory services, marketed and sold to sophisticated, high net-worth individual and institutional financial investors and financial profess...
First Use:
2024-06-01
International Classes:
036 - Primary Class
Class Status:
ACTIVE
For:
Temporary use of on-line non-downloadable computer software for use by others in providing financial services, namely, providing risk management, financial info...
First Use:
2024-06-01
International Classes:
042 - Primary Class
Class Status:
ACTIVE
Serial Number:
90103874
Mark:
MAKE PASSIVE INVESTING PERSONAL
Status:
Registered. The registration date is used to determine when post-regi...
Mark Type:
Service Mark
Application Filing Date:
2020-08-10
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
MAKE PASSIVE INVESTING PERSONAL
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Fund investment and advisory services; Investment counseling services; Management of portfolios comprising securities; Mutual fund investment, administration, d...
First Use:
2021-08-13
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
90103850
Mark:
CUSTOM TO THE CORE
Status:
Registered. The registration date is used to determine when post-regi...
Mark Type:
Service Mark
Application Filing Date:
2020-08-10
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
CUSTOM TO THE CORE
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Fund investment and advisory services; Investment counseling services; Management of portfolios comprising securities; Mutual fund investment, administration, d...
First Use:
2021-03-09
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
88730109
Mark:
PARAMETRIC
Status:
Registered. The registration date is used to determine when post-regi...
Mark Type:
Service Mark
Application Filing Date:
2019-12-17
Mark Drawing Type:
3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)
Mark Literal Elements:
PARAMETRIC
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Financial portfolio management
First Use:
2019-11-04
International Classes:
036 - Primary Class
Class Status:
ACTIVE

Labor Condition Applications

Case Number:
I-200-20115-516219
Program:
H-1B
Job Title:
Senior Investment Strategist
SOC (ONET/OES) code:
13-2051.00
SOC (ONET/OES) occupation title:
Financial Analysts
Begin Date:
2020-09-01
End Date:
2023-08-31

Employment and Wage Information

Address:
3600 Minnesota Drive, Suite 325, Minneapolis, HENNEPIN, MN, 55435
Wage Rate Paid to Nonimmigrant Workers:
$145,200
Per:
Year
Prevailing Wage Rate:
$110,614
Case Number:
I-200-20077-412979
Program:
H-1B
Job Title:
Researcher
SOC (ONET/OES) code:
13-2051.00
SOC (ONET/OES) occupation title:
Financial Analysts
Begin Date:
2020-06-06
End Date:
2023-06-05

Employment and Wage Information

Address:
800 5th Ave., Suite 2800, Seattle, KING, WA, 98104
Wage Rate Paid to Nonimmigrant Workers:
$95,800
Per:
Year
Prevailing Wage Rate:
$77,126
Case Number:
I-200-20112-504149
Program:
H-1B
Job Title:
Principal Software Engineer
SOC (ONET/OES) code:
15-1132.00
SOC (ONET/OES) occupation title:
Software Developers, Applications
Begin Date:
2020-05-11
End Date:
2023-05-10

Employment and Wage Information

Address:
800 5th Ave., Suite 2800, Seattle, KING, WA, 98104
Wage Rate Paid to Nonimmigrant Workers:
$185,000
Per:
Year
Prevailing Wage Rate:
$153,795
Case Number:
I-200-19303-117425
Program:
H-1B
Job Title:
Software Engineer
SOC (ONET/OES) code:
15-1132.00
SOC (ONET/OES) occupation title:
Software Developers, Applications
Begin Date:
2019-11-07
End Date:
2022-11-06

Employment and Wage Information

Address:
800 5th Ave., Suite 2800, Seattle, KING, WA
Wage Rate Paid to Nonimmigrant Workers:
$105,000
Per:
Year
Prevailing Wage Rate:
$93,184
Case Number:
I-200-19059-120517
Program:
H-1B
Job Title:
QUANTITATIVE ANALYST
SOC (ONET/OES) code:
13-2099
SOC (ONET/OES) occupation title:
FINANCIAL SPECIALISTS, ALL OTHER
Begin Date:
2019-09-01
End Date:
2022-08-31

Employment and Wage Information

Address:
800 5th Avenue, Seattle, King, WASHINGTON, 98104
Wage Rate Paid to Nonimmigrant Workers:
$73,700
Per:
Year
Prevailing Wage Rate:
$64,958
See something incorrect or outdated? Let us know
Privacy policy Policy
About us About us Disclaimer Sources of Data Business Directory
Contacts Contact us

© 2025 waprofile.com