Wealth manager, wrap-program sponsor · Braintree, MA
Pallas Capital Advisors, LLC
SEC-registered investment adviser · CRD 310327 · SEC 801-119646
At a glance
Pallas Capital Advisors, LLC is an SEC-registered investment adviser based in Braintree, Massachusetts, with $4.3 billion in regulatory assets under management as of its Form ADV filed July 24, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 1,221 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 384th of 8,915 wealth managers and 2,311th of 17,210 SEC-registered advisers by assets.
Main office 781-971-5052pallascapitaladvisors.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $4.3B
- Rank among wealth managers
- #384 of 8,915
- Rank among all SEC RIAs
- #2,311 of 17,210
- Rank in Massachusetts
- #154 of 627
- Individual clients
- 1,221
- High-net-worth clients
- 474
- Accounts
- 4,210
- Discretionary
- 99% of AUM
- Employees
- 28
- Advisory staff
- 23
- Offices
- 6
Owners and executives on its Form ADV
- James C. LandryPresident / Chief Operating Officer / Director of Planning / Chief Compliance Officer
- Charles C. EvangelakosManaging Director & Co-Founder
- Richard S. MullenFounding Partner & Chief Executive Officer
- GREGORY E. BOYLEFounding Partner & Chief Growth Officer
- Jack A. McCrokenChief Technology Officer & Vice President of Operations
Custody and brokerage
Broker-dealer
Hybrid RIA
Pallas Capital Advisors, LLC is a hybrid RIA: 8 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed April 2026) names Purshe Kaplan Sterling Investments as the broker-dealer its advisers are registered with.
(781) 971-5103 https://pallascapitaladvisors.com Page 11 Broker-Dealer Affiliation Certain Advisory Persons are also Registered Representatives of Purshe Kaplan Sterling Investments, Inc (CRD# 35747, “PKS”).
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 474 | $3.6B | 85% |
| Individuals | 747 | $648M | 15% |
| Corporations or other businesses | – | $14M | <1% |
| Charitable organizations | – | $3M | <1% |
| Pension and profit sharing plans | – | $2M | <1% |
Disciplinary disclosures
Pallas Capital Advisors, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗pallascapitaladvisors.com ↗
AtlasMembers
The full record on Pallas Capital Advisors, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 5 years of filings
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- Growth over one, three and five years
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- Rank against 946 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Pallas Capital Advisors, LLC manage?
Pallas Capital Advisors, LLC reports $4.3 billion in regulatory assets under management across 4,210 accounts, 99% of it on a discretionary basis, on its Form ADV filed July 24, 2026.
What kind of firm is Pallas Capital Advisors, LLC?
Pallas Capital Advisors, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Pallas Capital Advisors, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($3.6 billion, 474 clients); individuals ($648 million, 747 clients); corporations or other businesses ($14 million).
Does Pallas Capital Advisors, LLC have any disciplinary history?
Pallas Capital Advisors, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Pallas Capital Advisors, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-24), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →