Claim Profile
KP

Keith Richard Palumbo

AUDAX MANAGEMENT COMPANY, LLC·BOSTON, Massachusetts
Unclaimed Profile
101 HUNTINGTON AVENUE, BOSTON, MA 02199CRD# 2530312Firm CRD# 160483
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
03

Firm Overview

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

Background

Compensation
Percentage of AUM
Other: CARRIED INTEREST
Regulatory
SEC/IARD CRD# 2530312
Firm CRD# 160483
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BOSTON?

Browse all registered financial advisors in BOSTON, Massachusetts or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty