PALLAS INVESTMENT PARTNERS, L.P.

SAN FRANCISCO, California·3 registered advisors·CRD# 109592
SEC# 802-107805415-954-5400
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 PlanningWealth Management
04

Advisors at PALLAS INVESTMENT PARTNERS, L.P.

3 registered advisors
Huachen Chen
SAN FRANCISCO, California
Justin Dean Barnes
SAN FRANCISCO, California
Walter C. Price
SAN FRANCISCO, California
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.