PALO ALTO INVESTORS LP
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $696.0M |
| Discretionary | $696.0M100% of AUM |
| Client Accounts | 13 |
| Avg Account Size | $53.5M |
| Employees | 10 |
| Peak AUM | $2.48BMar 2018 |
| AUM CAGR | +5.4% /yrover 25 yrs · 46 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $696M | +4.2% | 18.3% | 19.7% | |
| Discretionary AUM | $696M | ||||
Key Metrics
| Total AUM | $696.0M |
| Discretionary | $696.0M |
| Employees | 10 |
| Client Accounts | 13 |
Contact & Location
Address
101 UNIVERSITY AVE
PALO ALTO CA 94301-1638
Phone
650-325-0772
Filing History
46 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$696M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Law Firm