PARROT FINANCE, INC.

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UUIDf656d27d-7a50-5f81-b558-17768e9f0bd5

TypeASSET_MANAGER

Status—

Created2025-10-23 02:24:38

Updated2025-10-23 02:24:38

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	338169	338169	—	1.0

Profile

Website—

HQ CityNone

HQ StateNone

HQ CountryNone

AUM (USD)—

AUM As OfNone

People

Name	Title	Role	Email	Evidence
Varanasi, Nikki	CEO/CCO	OFFICER	—	{"filing_id": "2018211", "owner_id": "8142023", "source": "adv_part1", "table": "Schedule_A_B"}
Yang, Wenhui	CTO	OFFICER	—	{"filing_id": "2018211", "owner_id": "6951685", "source": "adv_part1", "table": "Schedule_A_B"}
YANG, WENJING	COO	OFFICER	—	{"filing_id": "2018211", "owner_id": "7001677", "source": "adv_part1", "table": "Schedule_A_B"}

Name

Title

Role

Evidence

Varanasi, Nikki

CEO/CCO

OFFICER

—

{"filing_id": "2018211", "owner_id": "8142023", "source": "adv_part1", "table": "Schedule_A_B"}

Yang, Wenhui

CTO

OFFICER

—

{"filing_id": "2018211", "owner_id": "6951685", "source": "adv_part1", "table": "Schedule_A_B"}

YANG, WENJING

COO

OFFICER

—

{"filing_id": "2018211", "owner_id": "7001677", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:38 • csv
```
{
  "date_submitted": "09/25/2025 02:06:48 PM",
  "filing_id": "2018211",
  "reg_type": "IA"
}
```

PARROT FINANCE, INC.

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1