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PALLAS CAPITAL ADVISORS, LLC
CRD 310327File 801-119646
APPROVED
Retail clients
Custody
Filing as of Jul 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$4.31B
Top 25% of cohort (national)
Discretionary AUM
$4.27B
Non-discretionary $36.3M
Clients
1,221
4,210 accounts
Employees
28
Top 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Nov 12, 2020
- Principal office
- 45 BRAINTREE HILL OFFICE PARK, SUITE 201, BRAINTREE, MA, 02184
- Phone
- (781) 971-5052
- Website
- https://lbj5c7.podbean.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.31B
- Discretionary AUM
- $4.27B
- Non-discretionary AUM
- $36.3M
- Discretionary accounts
- 4,041
- Non-discretionary accounts
- 169
- Total accounts
- 4,210
- AUM per client
- $3.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $14.4M |
| Charitable organizations | Fewer than 5 | $2.7M |
| High net worth individuals | 474 | $3.64B |
| Pension and profit sharing plans | Fewer than 5 | $2.3M |
| Individuals (other than high net worth individuals) | 747 | $647.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
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.