Parlan Financial Fund Manager Profile

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Type

Hedge Fund Manager

Location

Toledo Ohio US

Alternative Asset Classes

Established

2014

Firm Ownership

Investment Team Staff

Total Staff

Established in 2014 by Helyn Bolanis, Parlan Financial was an Ohio-based hedge fund manager. The firm provided personalized confidential financial planning and investment management services. It employedstrictly fee-only financial planning. It focused on asset management that utilized investment strategies that were considered more active than those used by traditional financial planning firms. The firm was no longer active as of December 31, 2023.

Asset Class	No. of Funds Currently Managed	Strategies
Private Equity	-	-
Real Estate	-	-
Private Debt	-	-
Infrastructure	-	-
Natural Resources	-	-

Asset Class	No. of Funds Currently Managed	AuM	Date of AuM	Strategies
Hedge Funds	0			-

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1 Hedge Funds Managed

Fund Name	Share Classes	Inception Date	Core Strategy	Status	Latest AUM
			Long/Short Equity	Liquidated

Showing 1 of 1 hedge funds managed by Parlan Financial