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PALLAS INVESTMENT PARTNERS, L.P.
PALLAS INVESTMENT PARTNERS, L.P.
SAN FRANCISCO, California
·
3 registered advisors
·
CRD# 109592
SEC# 802-107805
415-954-5400
01
Firm Overview
AUM
$25M
Regulatory assets under management
Employees
—
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
Wealth Management
04
Advisors at PALLAS INVESTMENT PARTNERS, L.P.
3 registered advisors
Huachen Chen
SAN FRANCISCO, California
CRD# 4380786
Justin Dean Barnes
SAN FRANCISCO, California
CRD# 5651707
Walter C. Price
SAN FRANCISCO, California
CRD# 4380767
05
Office Locations
SAN FRANCISCO, California
3 advisors
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Data sourced from SEC Form ADV filings. PALLAS INVESTMENT PARTNERS, L.P. (CRD# 109592) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.