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⚲
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| Pallas Capital Advisors LLC
✚
| |
|---|---|
| CRD # | 310327 |
| SEC # | 801-119646 |
| CIK # | 0001862282 |
| AUM | $3.0 BB (2024-06-26) |
| Employees | 30 (80% Investors, 57% Brokers) |
| Phone | 781-971-5052 |
| Address | 45 Braintree Hill Office Park Braintree, MA 02184 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| BRKR | 9.3 | 0.6 | |
| MSFT | 1,918.2 | 0.1 | |
| GLP | 0.8 | 0.1 | |
| AAPL | 2,382.8 | 0.0 | |
| AMZN | 1,093.0 | 0.0 | |
| GOOGL | 1,475.1 | 0.0 | |
| NVDA | 399.6 | 0.0 | |
| XOM | 385.5 | 0.0 | |
| JPM | 340.2 | 0.0 | |
| AVGO | 201.3 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 588 | 0.2 |
| (b) Individuals (high net worth individuals) | 503 | 2.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 16 | 0.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,566 | 3.0 |
| By Discretionary | ||
| Discretionary | 3,566 | 3.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,566 | 3.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.0 | |
| Total | 3,566 | 3.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001862282] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Sentry Advisors LLC
✚
|
CA | 3.0 |
|
G W Henssler & Associates Ltd
✚
|
GA | 3.0 |
|
Sound Shore Management Inc
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|
CT | 3.0 |
|
Highpoint Advisor Group LLC
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|
IL | 3.0 |
|
Johnson Sterling Inc
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|
AL | 3.0 |
|
Beaumont Financial Advisors LLC
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|
MA | 3.0 |
|
Thoroughbred Financial Services LLC
✚
|
TN | 2.9 |
|
Founders Financial Securities LLC
✚
|
MD | 2.9 |
|
Money Concepts Capital Corp
✚
|
FL | 2.9 |
|
Evensky & Katz LLC
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|
FL | 2.9 |