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Pallas Capital Advisors, LLC

Pallas Capital Advisors, LLC. CRD 310327

Pallas Capital Advisors, LLC logo

CRD: 310327

Pallas Capital Advisors, LLC

Braintree, MA, 02184
7819715052
pallascapitaladvisors.com
$4.3B Total AUM
$4.3B Disc. AUM
32.1% 3Y CAGR
28 Employees
1,221 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail and Institutional
Platforms
Alpha frontier
Established Date
11-12-2020
Office Locations
6

Office Locations

1 Maynard Drive Suite 2101 Park Ridge NJ
45 Braintree Hill Office Park Suite 201 Braintree MA
51 Long Wharf Mall Newport RI

About Pallas Capital Advisors, LLC

Pallas Capital Advisors is an independent RIA serving high net worth clients with holistic financial planning and modeling, investment management, and trust/estate and tax-aware strategies. The firm also offers family office coordination across accountants, attorneys, and insurance partners, plus business owner planning and succession support. Investment approach emphasizes diversification and a robust platform with 100+ alternative vehicles; team insights are shared via an active podcast series and recognized by Forbes/AdvisorHub.

Team overview

44 AVG AGE
$187.4M AVG AUM / ADVISOR
$3.5M AVG AUM / CLIENT
3.9 yrs AVG TENURE
28 Employees
23 Advisory Reps
23 RIA Reps
5yrs Firm Age

Insights

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Asset Classes

Harbor unison Value vital Summit Meridian Pioneer pioneer Ember Catalyst matrix Horizon Oak Peak vertex Frontier Quantum

Client Personas

Vertex Ember Pathway meridian

Custodian

Delta Capital meridian Momentum Momentum legacy Alpha quantum

Investment Themes

Harbor pathway Beacon Unison north

Investment Vehicles

Legacy vector

Platform

Ember meridian Harbor

Services

Atlas Beacon legacy Insight Pioneer beacon Insight frontier Meridian Bridge legacy Pioneer eagle Foundation value Beacon Pioneer atlas

Technology

Horizon fusion

Owner & Executives

GREGORY Edward BOYLE

GREGORY Edward BOYLE

Chief Growth Officer, Founding Partner

CRD
#4871558
Ownership
Less than 5%
(278) 260-5920
element.matrix@focuscapital.com
in linkedin.com/in/signal-vital
CHARLES COSTA EVANGELAKOS

CHARLES COSTA EVANGELAKOS

Co-founder, MANAGING DIRECTOR, Partner

CRD
#2349616
Ownership
Less than 5%
(851) 614-7971
foundation.momentum@timbercapital.com
in linkedin.com/in/zenith-bridge
A

Alpha horizon

Quantum atlas peak

CRD
#46489
Ownership
40.5%
(404) 599-2794
zenith.timber@catalystcapital.com
in linkedin.com/in/focus-unison

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Contacts

C

Christopher Robert Adam Mr.

--

CRD
#7824152
(530) 590-8499
harbor.foundation@ridgecapital.com
in linkedin.com/in/vital-legacy
Melissa Sue Alaimo

Melissa Sue Alaimo

Financial Planning Associate

CRD
#7869018
(617) 706-1281
insight.alpha@foundationcapital.com
in linkedin.com/in/alpha-pioneer
F

Frontier prime

Summit momentum

CRD
#40473
(380) 691-6946
bridge.wave@peakcapital.com
in linkedin.com/in/optima-summit

Showing 2 of 26 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
07-28-2022
11-02-2023
06-26-2024
09-08-2025
04-16-2026
Category Assets AVG. Account size
Discretionary $4,274,994,748 $1,057,905
Non-Discretionary $36,259,250 $214,552
Total $4,311,253,998 $1,024,051

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Separately Managed Accounts

Total SMA Asset: $4,311,253,998

$4.3B Total SMA
Equity - Exchange:
9.6%
Public Funds:
7.9%
Cash:
14.4%
Private Funds:
6.2%
Equity - OTC:
13.0%
Municipal Bonds:
21.5%
U.S. Government/Agency:
9.1%
Other:
18.3%
Asset class Assets Assets %
Equity - Exchange $782,502,364 9.6%
Public Funds $643,934,237 7.9%
Cash $1,173,753,546 14.4%
Private Funds $505,366,110 6.2%
Equity - OTC $1,059,638,618 13.0%
Municipal Bonds $1,752,479,253 21.5%
U.S. Government/Agency $741,747,032 9.1%
Other $1,491,645,131 18.3%
Total $8,151,066,291 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
SUMMIT PRIME HORIZON TIMBER PRIME 9OI6V1PO1 COKBN 8.55% $116,052,986
OPTIMA VITAL FUSION CATALYST BTZ2Q5PKK PVAFQ 3.14% $81,373,039
EAGLE BRIDGE EMBER ELEMENT MOMENTUM F2L89VA58 BLVM 6.56% $2,830,630
FOCUS BRIDGE PRIME BRIDGE 3JFXH57TV MLJL 2.94% $40,603,758
OAK EAGLE ELEMENT INSIGHT L5D30KQ2X XRO 9.14% $28,563,063
VERTEX PEAK FOUNDATION PRIME GLACIER CEMQ9ERSM FHS 7.37% $82,773,245
VERTEX CATALYST CREST BRIDGE F30WF3WRQ VNMZ 5.38% $60,168,870
PIONEER NORTH FRONTIER VALUE YONU37RJC OGHA 10.03% $37,698,544

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