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Managing Director & Co-Founder · Pallas Capital Advisors, LLC

Charles C. Evangelakos

CRD 2349616 · Named on Form ADV at one SEC-registered adviser

At a glance

Pallas Capital Advisors, LLC, an SEC-registered wealth manager based in Braintree, MA with $4.3 billion in regulatory assets, lists Charles C. Evangelakos on its Form ADV as Managing Director & Co-Founder, a control person.

Firms and roles

AtlasMembers

Charles’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • James C. LandryPresident / Chief Operating Officer / Director of Planning / Chief Compliance Officer, Pallas Capital Advisors, LLC
  • Richard S. MullenFounding Partner & Chief Executive Officer, Pallas Capital Advisors, LLC
  • GREGORY E. BOYLEFounding Partner & Chief Growth Officer, Pallas Capital Advisors, LLC
  • Jack A. McCrokenChief Technology Officer & Vice President of Operations, Pallas Capital Advisors, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Charles’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.