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 organized as a hedge fund manager that has been SEC-registered since 2000. The firm serves institutional clients and focuses on portfolio management for pooled investment vehicles, acting as sponsor, general partner, and managing member of those vehicles. Its fee schedule combines a percentage of assets under management with performance-based fees. The firm is not identified as an active ESG investor and is not described as a multi-state or newly formed adviser.
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 3
Anthony Yun
Managing MemberCRD 4378845
Patrick Lee
Managing MemberCRD 4939794
Angela Nguyen-dinh
CCOCRD 4792717
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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