Chief Technology Officer & Vice President of Operations · Pallas Capital Advisors, LLC
Jack A. McCroken
CRD 5928560 · 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 Jack A. McCroken on its Form ADV as Chief Technology Officer & Vice President of Operations, a control person.
Firms and roles
- Pallas Capital Advisors, LLCChief Technology Officer & Vice President of OperationsWealth manager · Braintree, MA · $4.3B in regulatory assets
AtlasMembers
Jack’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings
- James C. LandryPresident / Chief Operating Officer / Director of Planning / Chief Compliance Officer, Pallas Capital Advisors, LLC
- Charles C. EvangelakosManaging Director & Co-Founder, 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
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jack’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.