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PALOS MANAGEMENT INC.
CRD 304309File 801-116950
APPROVED
Retail clients
Disclosure events
Filing as of Mar 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$12.1M
Bottom 25% of cohort (national)
Discretionary AUM
$12.1M
Clients
8
12 accounts
Employees
18
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Jul 29, 2019
- Principal office
- 1 PLACE VILLE MARIE, SUITE 1670, MONTREAL, QUEBEC, H3B 2B6
- Phone
- 514-397-0188
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $12.1M
- Discretionary AUM
- $12.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 12
- Non-discretionary accounts
- 0
- Total accounts
- 12
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | Fewer than 5 | $10.2M |
| Individuals (other than high net worth individuals) | 8 | $1.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.