Key facts
- It has raised $750K across 1 recorded rounds; the latest was Seed Round ($750K) in Oct 2024.
- Parti Pris Investment Partners has filed 1 Form D with the SEC, most recently Nov 2024 ($600K sold to 5 investors).
- Status: Privately Held (backing).
- ·Post-money valuations for all 1 rounds
- ·Watchlist + deal alerts for Parti Pris Investment Partners
Funding rounds
1 roundsAbout Parti Pris Investment Partners
Provider of personalized enterprise technology services intended to help implement household investment portfolios. The company provides portfolios with a focus on multi-account householding, risk management, and tax optimization, helping financial advisors to build customized investment strategies that align with clients' financial goals and risk tolerances while assisting clients in finding the right resolutions for their needs.
- Sector
- Financial Services
- HQ
- Morro Bay, CA, United States
- Founded
- 2019
- Employees
- 3
- Website
- partipris-invest.com/
- Ownership
- Privately Held (backing)
Parti Pris Investment Partners doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Parti Pris Investment Partners shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Parti Pris Investment Partners in its N-PORT filings yet. We sweep new filings monthly.