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PALLAS CAPITAL ADVISORS, LLC

CRD 310327 · SEC 801-119646

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45 BRAINTREE HILL OFFICE PARK, SUITE 201, BRAINTREE, MA, 02184, United States

Phone

(781) 971-5052

Fax

(781) 971-5103

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$4.31B

Discretionary AUM

$4.27B

Team

28 total employees; 23 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-16

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals747$647.7M
High net worth individuals474$3.64B

States served

VT, AZ, CA, CO, DC, IL, LA, ME, MD, MA, MI, NJ, NY, NC, OH, PA, RI, SC, TN, VA, WI, TX, NH, HI, CT, FL

All web addresses on file

Official SEC filing: View on IAPD