CRD: 310327
Pallas Capital Advisors, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-12-2020
- Office Locations
- 7
Office Locations
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.
Reported data analysis
What the numbers show
Between September 8, 2025 and July 24, 2026, reported AUM increased 34.9%, from $3.2B to $4.3B.
Across 5 reported observations, AUM increased 177.5% between July 28, 2022 and July 24, 2026, from $1.6B to $4.3B.
Of the latest reported AUM, 99.2% is discretionary and 0.8% is non-discretionary.
The firm reports 23 advisory representatives and 1,221 clients, or 53.1 clients per representative. That equates to $3.5M in reported AUM per client.
The profile lists 7 reported office locations and 5 years in operation. The source data was last updated on July 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
GREGORY Edward BOYLE
Chief Growth Officer, Founding Partner
- CRD
- #4871558
- Ownership
- Less than 5%
CHARLES COSTA EVANGELAKOS
Co-founder, MANAGING DIRECTOR, Partner
- CRD
- #2349616
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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Christopher Robert Adam Mr.
--
- CRD
- #7824152
Melissa Sue Alaimo
Financial Planning Associate
- CRD
- #7869018
Showing 2 of 27 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Pallas Capital Advisors, LLC has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Pallas Capital Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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