Newport, RI Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Pallas Capital Advisors, LLC
Multi-team
Firm-wide stats for Pallas Capital Advisors, LLC
About
Pallas Capital Advisors is an SEC‑registered multi‑team advisory firm managing roughly $4.3 billion and serving individuals, high‑net‑worth clients, trusts, estates and retirement plans. It provides wealth management services that integrate discretionary investment management, financial planning, retirement plan advisory, family office services and investment consulting to third‑party advisors.
The firm’s investment approach is primarily long‑term and customized, using ETFs, mutual funds, individual stocks and bonds, covered options and alternative investments when appropriate, and it conducts internal due diligence and may allocate to unaffiliated independent managers. Pallas also offers ancillary capabilities that include a wrap‑fee option that bundles custody and transaction costs, introductions to custodian non‑purpose lending programs, and facilitation of access to Fidelity Digital Asset Services accounts (which the firm does not manage or bill).
Among features that distinguish Pallas from many peers are its explicit family office services for ultra‑high‑net‑worth families—covering governance, succession, philanthropy, retreats and tactical/strategic planning—and its formal retirement plan fiduciary offerings including ERISA 3(21) and 3(38) services. The firm maintains institutional relationships with Fidelity and Schwab (including negotiated covered‑cost arrangements and early financial support from Fidelity), and discloses that some advisory personnel also serve as registered representatives or licensed insurance professionals, relationships the firm addresses through its compliance policies.
Based on Pallas Capital Advisors, LLC
Expertise
Based on Pallas Capital Advisors, LLC
Location
51 Long Wharf Mall
Newport RI 02840
Advisors at this office
3
Advisors at this office
Adam A
CFP®, Series 63, Series 65
Newport, RI
Pallas Capital Advisors, LLC
Adam Avila is a CFP® professional with 13 years of experience in financial advisory roles. He is currently with Pallas Capital Advisors, LLC and has prior experience at Purshe Kaplan Sterling Investments and Prudential Financial Planning Services. Avila also sells insurance and annuity products to assist clients with their financial objectives. Pallas Capital Advisors LLC is a multi-team SEC-registered investment adviser serving individuals, trusts, estates, and retirement plans. The firm employs a primarily long-term, fiduciary approach to portfolio construction, utilizing ETFs, mutual funds, stocks, bonds, and alternative investments, and offers a range of wealth management and financial planning services.
Garret Q
Series 66
Newport, RI
Pallas Capital Advisors, LLC
Garret Quillen is a financial advisor with Pallas Capital Advisors, LLC and holds a Series 66 designation. He has four years of industry experience, including prior roles at Purshe Kaplan Sterling Investments, United Planners Financial Services of America, and Thompson Insurance Group. Outside of his advisory work, he owns an auto detailing business and is a licensed notary. Pallas Capital Advisors LLC is a multi-team SEC-registered investment adviser with 25 advisors managing approximately $3.2 billion for over 1,100 clients. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services primarily to individuals, trusts, estates, and retirement plans, employing a long-term fiduciary approach with diversified investment strategies.
Christopher A
Series 65
Newport, RI
Pallas Capital Advisors, LLC
Christopher Adam is a financial advisor at Pallas Capital Advisors, LLC with three years of industry experience. He holds a Series 65 designation and also works as a staff accountant providing tax services at Adam Financial LLP. Pallas Capital Advisors is an SEC-registered multi-team advisory firm managing approximately $4.3 billion and serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers customized, long-term wealth management services integrating investment management, financial planning, family office support, and retirement plan advisory.
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