Palo Alto Investors Lp
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Overview
Palo Alto Investors Lp is an advisory firm headquartered in Palo Alto, California. The company controls $1.3 billion in assets over 12 client accounts, placing it among the bigger investment advisory firms in the nation by assets under management (AUM). It has a small team, including 5 financial advisors. Palo Alto Investors Lp does not act as a registered broker-dealer, meaning the company is not able to buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer firm to do so. Securities are tradable fiscal investments like options, equities and bonds.
Palo Alto Investors Lp manages all of the company's accounts in a discretionary manner. Discretionary management means that a portfolio manager has the discretion to make transaction decisions without needing to seek client consent. Palo Alto Investors Lp's average account size is $106.4 million. The average financial advisor at Palo Alto Investors Lp oversees around two client accounts, placing it among the most personalized financial advisor firms in the country.
Palo Alto Investors Lp's headquarters is located at 470 University Avenue, Palo Alto, California 94301-1812. The firm is allowed to provide services to customers across a number of states, including California, Texas, Virginia and Washington.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Palo Alto Investors Lp by the Numbers
$1.3 billion
12
12
$106.4 million
Fee Structure
A financial advisor's fees typically depend on which services the firm provides the client. However, fees billed by the company may include some blend of the following fee structures: asset-based or performance-based. The firm does not supply a wrap fee program, in which the company offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm caters to pooled investment vehicles. Out of its 12 accounts, Palo Alto Investors Lp's largest client type by number of accounts is pooled investment vehicles. About 50% of the company's accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Palo Alto Investors Lp does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Palo Alto Investors Lp
Palo Alto, CA
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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