Palo Alto Investors LP

RIASEC RegisteredEst. 2000
Total AUM
$696M
Discretionary
$696M
100% of AUM
Avg account
$53.5M
Accounts
13
Employees
10
Advisory reps
3

Firm details

Headquarters
Palo Alto, California
CRD number
109171
Registered since
December 5, 2000
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Palo Alto Investors LP is organized as a limited partnership that functions as a hedge fund manager serving institutional clients. The firm has been SEC-registered since 2000 and operates primarily as an adviser to pooled investment vehicles, acting at times as sponsor, general partner, or managing member of those vehicles. Its compensation combines asset-based fees with performance-based fees. The firm does not position itself as an active ESG investor and is identified as a single-state adviser rather than a multi-state one.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 3
  • Angela Nguyen-dinh

    Angela Nguyen-dinh

    CCOCRD 4792717

  • Anthony Yun

    Anthony Yun

    Managing MemberCRD 4378845

  • Patrick Lee

    Patrick Lee

    Managing MemberCRD 4939794

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Palo Alto, CA

Santa Clara

Location

Palo Alto, CA

Headquartered in Palo Alto, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Santa Clara
Address
101 University Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth