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Keith Richard Palumbo

AUDAX MANAGEMENT COMPANY, LLC·BOSTON, Massachusetts
Clean recordAUDAX MANAGEMENT COMPANY, LLC
101 HUNTINGTON AVENUE, BOSTON, MA 02199CRD# 2530312Firm CRD# 160483

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Keith Richard Palumbo · BOSTON, MA
Registration
CRD #2530312 · AUDAX MANAGEMENT COMPANY, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Keith Richard Palumbo is a registered financial advisor based in BOSTON, Massachusetts, affiliated with AUDAX MANAGEMENT COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
AUDAX MANAGEMENT COMPANY, LLC
AUDAX PRIVATE EQUITY
AUM
$19.0B
Regulatory assets under management
Employees
255
Total firm employees
View all advisors at AUDAX MANAGEMENT COMPANY, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Other: CARRIED INTEREST
Regulatory
SEC/IARD CRD# 2530312
Firm CRD# 160483
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Keith Richard Palumbo offer?
Keith Richard Palumbo specializes in Retirement Planning. Contact their office in BOSTON, Massachusetts for a consultation.
What are Keith Richard Palumbo's credentials?
Keith Richard Palumbo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Keith Richard Palumbo located?
Keith Richard Palumbo is based in BOSTON, Massachusetts, working with AUDAX MANAGEMENT COMPANY, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Keith Richard Palumbo charge for services?
Keith Richard Palumbo's firm is compensated through percentage of aum, other: carried interest. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AUDAX MANAGEMENT COMPANY, LLC?
AUDAX MANAGEMENT COMPANY, LLC has approximately 255 employees and manages $19.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AUDAX MANAGEMENT COMPANY, LLC

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Timothy Stephen Mack
BOSTON, MA
Adam Andrew Abramson
BOSTON, MA

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Research
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