|
⚲
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| Palos Management Inc
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|
|
|---|---|
| CRD # | 304309 |
| SEC # | 801-116950 |
| CIK # | |
| AUM | $155.4 MM (2023-03-25) |
| Employees | 19 (11% Investors, 0% Brokers) |
| Phone | 514-397-0188 |
| Address | 1 Place Ville Marie Montreal Quebec, Canada |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15 | 1.0 |
| (b) Individuals (high net worth individuals) | 2 | 10.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 141.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 21 | 2.5 |
| (n) Other | 0 | 0.0 |
| Total | 42 | 155.4 |
| By Discretionary | ||
| Discretionary | 8 | 154.8 |
| Non-Discretionary | 34 | 0.6 |
| Total | 42 | 155.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 141.5 | |
| United States Persons | 13.9 | |
| Total | 42 | 155.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Spellissy Arthur E & Associates Inc
✚
|
PA | 0.2 |
|
Timberchase Financial LLC
✚
|
AL | 0.2 |
|
Ryan Financial Inc
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|
CO | 0.2 |
|
Northland Capital Management LLC
✚
|
MN | 0.2 |
|
Everest Wealth Management LLC
✚
|
KS | 0.2 |
|
Pinnacle Wealth Management Group Inc
✚
|
MI | 0.2 |
|
Dover Advisors LLC
✚
|
VA | 0.2 |
|
CornerStone Wealth LLC
✚
|
TN | 0.2 |
|
Hedges Asset Management LLC
✚
|
NV | 0.2 |
|
Financial Futures Limited Liability Company
✚
|
NJ | 0.2 |