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Palo Alto Investors LP

● SEC registered since 2000CRD 109171SEC# 801-58166Palo Alto, CA
Export (members)
Ranks #3,461 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$696M
Fund GAV
$692M
Private funds
6
Employees
10
Accounts
13
Location
Palo Alto, CA

Palo Alto Investors LP assets under management

Palo Alto Investors LP is a registered investment adviser overseen by the SEC based in Palo Alto, CA. The firm has been registered since 2000. It reports $696 million in regulatory assets under management and employs 10 people. Palo Alto Investors LP manages 6 private funds with combined gross assets of $692 million, including Palo Alto Healthcare Master Fund II, L.P. By regulatory assets, it ranks 3,461 of 6,004 private fund managers.

Palo Alto Investors LP private funds

6 funds · $692M GAV
FundTypeGross assetsMin.
Palo Alto Healthcare Master Fund II, L.P.Hedge$280M$1M
Palo Alto Healthcare Master Fund, L.P.Hedge$227M$1M
Palo Alto Advanced Life Sciences Master Fund, L.P.Hedge$87M$5M
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Palo Alto Investors LP owners & executives

12 reported
NameTitleOwnershipSince
Angela Elizabeth Nguyen-Dinh ControlChief Compliance OfficerUnder 5%2016
Anthony Joonkyoo Yun ControlTrustee Of Yun-Bazar Family TrustUnder 5%2018
Palo Alto Investors GP LLC ControlGeneral PartnerUnder 5%2018
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Frequently asked questions

How much does Palo Alto Investors LP manage?

Palo Alto Investors LP reports $696 million in regulatory assets under management on its Form ADV.

How many private funds does Palo Alto Investors LP manage?

Palo Alto Investors LP manages 6 private funds with combined gross assets of $692 million.

How many employees does Palo Alto Investors LP have?

Palo Alto Investors LP reports 10 employees.

Where is Palo Alto Investors LP located?

Palo Alto Investors LP is based in Palo Alto, CA and has been SEC-registered since 2000.

Does Palo Alto Investors LP disclose fund performance?

Palo Alto Investors LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address101 University Ave, Suite 200, Palo Alto, CA 94301-1638
Phone650-325-0772
Fax650-285-1791
Office hours6:00 a.m. - 4:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1306923
Discloses disciplinary historyNo

Regulatory AUM

$696M▲ 4%
Mar '25 — $667MApr '25 — $667MMay '25 — $667MJun '25 — $667MJul '25 — $667MAug '25 — $667MSep '25 — $667MOct '25 — $667MNov '25 — $667MDec '25 — $667MJan '26 — $667MFeb '26 — $667MMar '26 — $696MApr '26 — $696MMay '26 — $696MJun '26 — $696M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
AUM vs fund managersTop 58%
Larger than 42% of 6,004 private-fund managers
Number of fundsTop 36%
More funds than 64% of fund managers
EmployeesTop 40%
More than 60% of 16,825 advisers

Assets under management

$696Mregulatory AUM
Discretionary $696M

Service providers