PALOS MANAGEMENT INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $12.1M |
| Discretionary | $12.1M100% of AUM |
| Client Accounts | 12 |
| Avg Account Size | $1.0M |
| Employees | 18 |
| Peak AUM | $332.3MMar 2022 |
| AUM CAGR | -30.4% /yrover 7 yrs · 22 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $12M | 91.2% | 57.3% | 39.7% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $12.1M |
| Discretionary | $12.1M |
| Employees | 18 |
| Client Accounts | 12 |
| Client Range | 1-10 |
Contact & Location
Address
1 PLACE VILLE MARIE
MONTREAL, QUEBEC H3B 2B6
Canada
Phone
514-397-0188
Filing History
22 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$12M
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
High Net Worth
Individuals
Pooled Vehicles
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Law Firm