PC
PALLAS CAPITAL ADVISORS, LLC
SEC RegisteredBRAINTREE, MAhttps://pallascapitaladvisors.com(781) 971-5052
Assets Under Management
$1B–$5B
Employees
28
Office Locations
7 offices
Total Accounts
4210
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal
Services
retirement_planningfinancial_planningestate_planninginsurancemedicare
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 747 | $648M |
| High Net Worth Individuals | 474 | $3.6B |
0 total clients reported on Form ADV.
Leadership
GREGORY Edward BOYLE
MANAGING MEMBER / MANAGING DIRECTOR & CO-FOUNDER
Charles Costa Evangelakos
MANAGING MEMBER / MANAGING DIRECTOR & CO-FOUNDER
Richard Sholes Mullen
MANAGING MEMBER/ MANAGING DIRECTOR & CO-FOUNDER
James Christopher Landry
CHIEF OPERATING OFFICER / DIRECTOR OF PLANNING / CHIEF COMPLIANCE OFFICER
Office locations
7 offices in 4 states
MA
BRAINTREEHQ
NJ
PARK RIDGE
NH
PORTSMOUTH
MA
WAKEFIELD
RI
NEWPORT
Advisors at this firm
10 advisors in the directory
Christopher Robert Adam
Investment Adviser Representative
Melissa Sue Alaimo
Investment Adviser Representative
Adam Alexander Avila
Investment Adviser Representative
Athol David Cochrane
Investment Adviser Representative
Joseph Arthur Cullen
Investment Adviser Representative
Alex Kozlowski
Investment Adviser Representative
Andrew Paul Krout
Investment Adviser Representative
Ali Danielle Laflamme
Investment Adviser Representative
James Christopher Landry
Investment Adviser Representative
Jack Andrew McCroken
Investment Adviser Representative
Regulatory & compliance
CRD number
#310327
SEC Number
801-119646
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Data as of April 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
pallascapitaladvisors.comPhone
(781) 971-5052Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PALLAS CAPITAL ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.