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 a limited partnership that operates as a hedge fund manager focused on institutional clients. The firm is SEC-registered since 2000 and provides portfolio management for pooled investment vehicles; it also serves as sponsor, general partner and managing member of those vehicles. Compensation is a mix of percentage-of-assets and performance-based fees, consistent with its hedge fund orientation. The firm does not identify as an active ESG investor and is not described as a multi-state adviser or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 3
Angela 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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