Palos Management Inc.

Overview

Palos Management Inc. is a small, independent registered investment adviser that provides financial planning and discretionary portfolio management for individuals and small businesses. The firm, SEC-registered in 2019, runs a fee-based model charged as a percentage of assets under management and positions itself as an equities-oriented manager. Its advisory activity includes direct portfolio management and financial planning, and the firm also acts as sponsor, general partner, or managing member of pooled investment vehicles, indicating involvement in private or pooled structures alongside its advisory practice. Palos Management Inc. does not market itself as an ESG-focused manager and does not report multi-state adviser status. Investment activity tilts heavily toward exchange-traded instruments and separately managed account structures. Given the small client base and the firm’s role in sponsoring pooled vehicles, Palos appears to combine discretionary SMA management with selective private vehicle involvement and third-party fund allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices