Palos Management Inc

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Assets, Funds, Holdings

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Palos Management Inc
CRD #304309
SEC #801-116950
CIK #
AUM $136.8 M (2025-03-26)
Employees 15 (20% Investors, 0% Brokers)
Phone514-397-0188
Address1 Place Ville Marie
Montreal Quebec, Canada
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
3502802101407002011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 9 1.4
(b) Individuals (high net worth individuals) 0 3.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 5 131.8
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 16 136.8
By Discretionary
Discretionary 16 136.8
Non-Discretionary 0 0.0
Total 16 136.8
By Non-United States Persons
Non-United States Persons 131.8
United States Persons 5.0
Total 16 136.8
Comparable Firms State AUM ($B)
McAlvany Wealth Management LLC
CO 0.1
Dedeker Financial LLC
MN 0.1
BWA LLC
CA 0.1
Bluebird Wealth Management LLC
MA 0.1
Sonoma Private Wealth LLC
0.1
Lion Capital Advisors LLC
FL 0.1
TCM Advisors LLC
0.1
Capitol Family Office Inc
OR 0.1
Forthright Partners LLC
GA 0.1
Johnson Dunn Capital Advisors Inc
0.1
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