Palus Advisory LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 343036
- Registered since
- August 10, 2026
- Fee structure
- Percentage of AUM, Other
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Palus Advisory LLC is a limited liability company that registered with the SEC in 2026 and appears to be a newly formed advisory firm. Ownership is listed as a mix of a domestic entity and an individual. The firm is classified as unclassified in the available data and is not identified as a capital allocator, pension consultant, related adviser, or an active ESG investor. It is also not registered as a multi-state adviser. Palus Advisory offers portfolio management services for individuals and small businesses as well as for businesses or institutional clients. Its fee arrangement includes a percentage-of-AUM component and other unspecified fees.
Assets & Accounts
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
Owners & executives
2 of 2Samuel Lushtak
Co-Founder and CEOCRD 7864247
Michael Gonzalez
Chief Technology OfficerCRD 8288822
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 1239 Broadway
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Two Sigma Investments, LP
RIANew York, NY
Capstone Investment Advisors, LLC
RIANew York, NY
Boyar Asset Management, Inc.
RIANew York, NY
CVC Credit Partners U.S Clo Management LLC
RIANew York, NY
New Mountain Finance Advisers, L.L.C.
RIANew York, NY
Davis Capital Advisors, LLC
RIANew York, NY