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⚲
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| Palo Alto Investors LP
✚
|
|
|---|---|
| CRD # | 109171 |
| SEC # | 801-58166 |
| CIK # | 0001012084, 0001306923 |
| AUM | $696.0 M (2026-03-27) |
| Employees | 10 (40% Investors, 0% Brokers) |
| Phone | 650-325-0772 |
| Address | 101 University Ave Palo Alto, CA 94301-1638 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Insmed Inc | 0.1 | ||
| Acadia Pharmaceuticals Inc | 0.1 | ||
| PTC Therapeutics Inc | 0.1 | ||
| BioMarin Pharmaceutical Inc | 0.0 | ||
| United Therapeutics Corp | 0.0 | ||
| Anaptysbio Inc | 0.0 | ||
| Mirum Pharmaceuticals Inc | 0.0 | ||
| Dyne Therapeutics Inc | 0.0 | ||
| Biogen IDEC Inc | 0.0 | ||
| FS Development Corp | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Palo Alto PE Fund LP | [2015-05-15] | 1.0 | 3.0 |
| HF | Lagunita LP | [2015-02-26] | 11.8 | 203.0 |
| HF | Palo Alto Micro Cap Liquidating Fund LP | [2014-04-11] | 0.0 | 2.9 |
| HF | Micro Cap Partners LP | 2012-03-30 | 84.0 | |
| HF | Palo Alto Advanced Life Sciences Master Fund LP | [2012-03-30] | 167.3 | 87.0 |
| HF | Palo Alto Crossover Fund LP | 2012-03-30 | 0.1 | |
| HF | Palo Alto Energy Master Fund LP | 2012-03-30 | 13.0 | |
| HF | Palo Alto Fund II LP | 2012-03-30 | 6.0 | |
| HF | Palo Alto Global Energy Liquidating Fund LP | [2012-03-30] | 0.0 | 8.3 |
| HF | Palo Alto Healthcare Master Fund II LP | [2012-03-30] | 228.4 | 280.0 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 13 | 0.7 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (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 | 13 | 0.7 |
| By Discretionary | ||
| Discretionary | 13 | 0.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 13 | 0.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.7 | |
| Total | 13 | 0.7 |
| Limited Partners | 2011 - 2026 |
|---|---|
| State Board of Administration of Florida | |
| Teachers' Retirement Security for Illinois Educators |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Ronan Guilfoyle | 357 | 108 | ||
| Roger Hanson | 255 | 86 | ||
| Cary Marr | 115 | 32 | ||
| Jonathan Roney | 97 | 18 | ||
| Scott Smith | 104 | 4 | ||
| Mark Shamia | 14 | 4 | ||
| Patrick Lee | 27 | 2 | ||
| William Edwards | 19 | 2 | ||
| Palo Alto Investors LLC | 16 | 2 | ||
| Anthony Yun | 16 | 2 | ||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 3 | [0001012084] | |
| 13F-HR | [0001306923] | |
| 3 | [0001306923] | |
| 4 | [0001306923] | |
| SC 13D | [0001306923] | |
| SC 13G | [0001306923] |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Alimera Sciences Inc | |
| Palo Alto Investors LP | |
| Palo Alto Investors | |
| Palo Alto Healthcare Master Fund LP | |
| Palo Alto Healthcare Fund LP | |
| Palo Alto Healthcare Fund II L P |
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|---|---|---|
|
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