PALO ALTO INVESTORS LP
Firm details
- Headquarters
- PALO ALTO, California
- CRD number
- 109171
- Registered since
- December 5, 2000
- Website
- www.pa-investors.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3ANGELA NGUYEN-DINH
CCOCRD 4792717
ANTHONY YUN
Managing MemberCRD 4378845
PATRICK LEE
Managing MemberCRD 4939794
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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