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PALOS MANAGEMENT

Business and Investment Profile

The PALOS MANAGEMENT is a privately held investment adviser that advises $146.41mn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. PALOS MANAGEMENT is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets decreased by 35.5% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 7.01 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 1 PLACE VILLE MARIE SUITE 1670, MONTREAL, -. The Group has been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.

Employee Profile

They have 18 employees comprised of 3 investment and 15 non-investment staff. The total number of Employees increased by 50% over the last 5-years.

Asset Profile

Their $146.41mn in assets advised are owned by 0 private funds, 3 public funds and BDCs and 0 other accounts. Assets of Investment Companies (IC) clients own $134.36mn or 91.77% of Total Assets and Individuals own $1.81mn or 1.24% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.

Client Profile

They advise 2 types of clients, top clients are Investment Companies (IC) and Individuals.

Service Provider Profile

The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses management fees.

Sub-Advisers

PALOS MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: PALOS MANAGEMENT

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Keywords: Palos Management, Palos
Generated 2026-09-12T06:52:51.7516518.  © 2026 Convergence.