Palos Management Inc.
● SEC registered since 2019CRD 304309SEC# 801-116950Montreal, Quebec
Reg. AUM
$12.1M
Employees
18
Accounts
12
Location
Montreal, Quebec
Palos Management Inc. assets under management
Palos Management Inc. is an investment advisory firm registered with the SEC based in Montreal, Quebec. The firm has been registered since 2019. It reports $12.1 million in regulatory assets under management and employs 18 people.
Palos Management Inc. owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alain Nmn Lizotte Control | Director & Chief Financial Officer | Under 5% | 2011 |
| Charles Olivier Marleau Control | Director | Under 5% | 2021 |
| Martin Nmn Picard Control | Chief Compliance Officer | Under 5% | 2021 |
See all 13 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Palos Management Inc. manage?
Palos Management Inc. reports $12.1 million in regulatory assets under management on its Form ADV.
How many employees does Palos Management Inc. have?
Palos Management Inc. reports 18 employees.
Where is Palos Management Inc. located?
Palos Management Inc. is based in Montreal, Quebec and has been SEC-registered since 2019.
Does Palos Management Inc. disclose fund performance?
Palos Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1 Place Ville Marie, Suite 1670, Montreal, Quebec H3B 2B6 |
| Phone | 514-397-0188 |
| Fax | 514-397-0199 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | HQ |
| Discloses disciplinary history | Yes |
Regulatory AUM
$12.1M▼ 91%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 98%
Larger than 2% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$12.1Mregulatory AUM
Discretionary $12.1M