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Trustee of Patrick Y LEE Declaration of Trust · Palo Alto Investors LP

Patrick Y. Lee

CRD 4939794 · Named on Form ADV at one SEC-registered adviser

At a glance

Palo Alto Investors LP, an SEC-registered private fund adviser based in Palo Alto, CA with $696 million in regulatory assets, lists Patrick Y. Lee on its Form ADV as Trustee of Patrick Y LEE Declaration of Trust, a control person.

Firms and roles

  • Palo Alto Investors LPTrustee of Patrick Y LEE Declaration of TrustPrivate fund adviser · Palo Alto, CA · $696M in regulatory assets

AtlasMembers

Patrick’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

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