PALLAS CAPITAL ADVISORS, LLC

RIASEC RegisteredEst. 2020
Total AUM
$4.3B
Discretionary
$4.3B
99% of AUM
Avg account
$1M
Accounts
4,210
Employees
28
Advisory reps
26

Firm details

Headquarters
BRAINTREE, Massachusetts
CRD number
310327
Registered since
November 12, 2020
Website
pallascapitaladvisors.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI84.53%
  • Individuals15.02%
  • Corporations / Businesses0.33%
  • Charitable Organizations0.06%
  • Pension & Profit Sharing Plans0.05%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Pallas Capital Advisors, LLC is an independent registered investment adviser, SEC-registered since 2020, that positions itself as a fee-based wealth manager and capital allocator for individual and family clients. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees and lists a range of advisory services that include financial planning, portfolio management for individuals and small businesses, institutional/business portfolio management, pension consulting, and selection of other advisers. Pallas does not identify as an active ESG investor. The firm has been recognized in Forbes’ Top RIA Firms lists for 2022, 2023, and 2024. Pallas describes itself as a capital allocator, indicating it deploys client capital across internally managed strategies and third-party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 72%, Public Funds/Mutual Funds 9%, Cash & Cash Equivalents 8%, Private Funds 3%, Non-Exchange Traded Equities 2%, US Government Bonds 2%, State & Local Bonds 2%, Investment Grade Corp Bonds 1%, Non-Investment Grade Corp Bonds 1%72%
  • Exchange Traded Equities72%
  • Public Funds/Mutual Funds9%
  • Cash & Cash Equivalents8%
  • Private Funds3%
  • Non-Exchange Traded Equities2%

Owners & executives

2 of 2

  • JACK MCCROKEN

    Chief Technology OfficerCRD 5928560

  • JAMES LANDRY

    President, Chief Operating OfficerCRD 2918964

Contacts

3 of 24

  • ALEX KOZLOWSKI

    Investment AssociateCRD 6931364

  • Todd Vandam

    Investment Advisor RepresentativeCRD 8230580

  • Melissa Alaimo

    Financial Planning AssociateCRD 7869018

Unlock 21 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 186

Active vs passive

$1.1B in ETFs

Passive

49%

$536M

Active

49%

$558M

ETFProviderStyleCategoryValueShares% of portfolio
JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF (JMBS) Janus HendersonActiveIntermediate Core Bond$69.3M1,533,8176.33%
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Location

Primary office

BRAINTREE, MA

NORFOLK

Location

BRAINTREE, MA

Headquartered in BRAINTREE, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
NORFOLK
Address
45 Braintree Hill Office Park
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth