Pallas Capital Advisors, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 310327
· SEC file 801-119646
· Braintree, MA
· www.linkedin.com
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ADV data as of Jul 24, 2026
- Regulatory AUM
- $4.3B
- Discretionary
- $4.3B
- Clients
- 1,221
- Avg AUM / client
- $3.5M
- Accounts
- 4,210
- Employees
- 28
AUM over time
$0
$4.3B
Sep 2020
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 24, 2026
Investments (13F portfolio — 862 positions, $2,658,069,745)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Bruker Corp | COM | $342,483,376 | 9,481,821 | 12.9% | 7.94% |
| 2 | Global Partners Lp | COM UNITS | $72,743,453 | 1,727,873 | 2.74% | 1.69% |
| 3 | Janus Detroit Str Tr | HENDERSON MTG | $69,297,855 | 1,533,817 | 2.61% | 1.61% |
| 4 | Microsoft Corp | COM | $58,421,855 | 157,824 | 2.2% | 1.36% |
| 5 | Apple Inc | COM | $50,423,368 | 198,681 | 1.9% | 1.17% |
| 6 | Nvidia Corporation | COM | $48,355,764 | 277,269 | 1.82% | 1.12% |
| 7 | Amazon Com Inc | COM | $46,971,182 | 225,530 | 1.77% | 1.09% |
| 8 | Alphabet Inc | CAP STK CL A | $40,200,932 | 139,800 | 1.51% | 0.93% |
| 9 | Schwab Strategic Tr | FUNDAMENTAL INTL | $37,657,744 | 769,625 | 1.42% | 0.87% |
| 10 | Fidelity Merrimack Str Tr | TOTAL BD ETF | $36,705,713 | 804,597 | 1.38% | 0.85% |
| 11 | Dimensional Etf Trust | INTERNATNAL VAL | $36,410,439 | 689,853 | 1.37% | 0.84% |
| 12 | Fidelity Covington Trust | ENHANCED INTL | $33,965,826 | 913,060 | 1.28% | 0.79% |
| 13 | J P Morgan Exchange Traded F | ACTIVE BOND ETF | $33,673,035 | 626,242 | 1.27% | 0.78% |
| 14 | Dimensional Etf Trust | INTL CORE EQT MK | $33,512,882 | 860,187 | 1.26% | 0.78% |
| 15 | Broadcom Inc | COM | $30,681,664 | 99,130 | 1.15% | 0.71% |
| 16 | J P Morgan Exchange Traded F | INTRNL RES EQT | $29,786,428 | 393,272 | 1.12% | 0.69% |
| 17 | Jpmorgan Chase & Co | COM | $26,648,880 | 90,593 | 1.0% | 0.62% |
| 18 | Blackrock Etf Trust Ii | ISHARES AAA CLO | $26,590,440 | 512,982 | 1.0% | 0.62% |
| 19 | Blackrock Etf Trust Ii | ISHARES FLEXIBLE | $24,188,784 | 465,796 | 0.91% | 0.56% |
| 20 | State Str Spdr S&P 500 Etf T | TR UNIT | $23,430,974 | 36,029 | 0.88% | 0.54% |
| 21 | Berkshire Hathaway Inc Del | CL B NEW | $22,445,467 | 46,839 | 0.84% | 0.52% |
| 22 | Schwab Strategic Tr | MUN BD ETF | $21,536,590 | 845,235 | 0.81% | 0.5% |
| 23 | Janus Detroit Str Tr | HENDRSON AAA CL | $21,280,778 | 422,489 | 0.8% | 0.49% |
| 24 | J P Morgan Exchange Traded F | ACTIVEBLDRS EMER | $20,444,866 | 392,944 | 0.77% | 0.47% |
| 25 | John Hancock Exchange Traded | MULTFCTR EMRNG | $19,816,406 | 578,446 | 0.75% | 0.46% |
Top 25 of 862 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 747 | $648M | 15.0% |
| High net worth individuals | 474 | $3.6B | 84.5% |
| Pension and profit sharing plans | Fewer than 5 clients | $2.3M | 0.05% |
| Charitable organizations | Fewer than 5 clients | $2.7M | 0.06% |
| Corporations and other businesses | Fewer than 5 clients | $14.4M | 0.33% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Hardwicke Chemical Inc. Pension Plan Weylchem Us Inc. | 2024 | |
| Anteriad, Llc 401(k) Profit Sharing Plan Anteriad, Llc | 2024 |
People (27)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Charles Costa Evangelakos | Co Founder | Oct 2020 (6y) | ≈ 18.75% – 50% via Mbe, Llc | |
| Gregory Edward Boyle | Managing Director & Co Founder | Oct 2020 (6y) | ≈ 18.75% – 50% via Mbe, Llc | |
| James Christopher Landry | President / Chief Operating Officer / Director Of Planning / Chief Compliance Officer | Chartered Financial Consultant | Oct 2020 (6y) | Less than 5% |
| Richard Sholes Mullen | Managing Director & Co Founder | Oct 2020 (6y) | ≈ 18.75% – 50% via Mbe, Llc | |
| Mallik, Gaurav | Chief Investment Officer | Jun 2024 (2y) | Less than 5% | |
| Camden Link Newton | Registered representative | Nov 2020 (6y) | ||
| Jack Andrew Mccroken | Registered representative | CFP | Nov 2020 (6y) | |
| Ali Danielle Laflamme | Registered representative | May 2021 (5y) | ||
| Joseph Arthur Cullen | Registered representative | CFP | May 2021 (5y) | |
| Ryner Lee Gorowsky | Registered representative | CFP | May 2021 (5y) | |
| Shannon Nicole Smith | Registered representative | CFP | May 2021 (5y) | |
| Eric James Lalime | Registered representative | CFP | Jun 2021 (5y) | |
| Athol David Cochrane | Registered representative | Jul 2021 (5y) | ||
| Stephen Eric Kylander | Registered representative | Oct 2021 (5y) | ||
| Jason Richard Hughes | Registered representative | May 2022 (4y) | ||
| Adam Alexander Avila | Registered representative | CFP | Jun 2022 (4y) | |
| Garret Mark Quillen | Registered representative | Mar 2023 (3y) | ||
| Andrew Paul Krout | Registered representative | Sep 2023 (3y) | ||
| Alex Kozlowski | Registered representative | CFA | Nov 2023 (3y) | |
| Melissa Sue Alaimo | Registered representative | Feb 2024 (2y) | ||
| Praveena R Naduthota | Registered representative | Feb 2024 (2y) | ||
| Jackson Darcy Roberts | Registered representative | Mar 2024 (2y) | ||
| Peter James Gillis | Registered representative | Jul 2024 (2y) | ||
| Michael Stephen Vazza | Registered representative | CFA | Sep 2024 (2y) | |
| Christopher Robert Adam | Registered representative | Jan 2026 (1y) | ||
| Todd Vandam | Registered representative | Mar 2026 (0y) | ||
| Jessica Michelle Frigon | Registered representative | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mbe, Llc | Managing Member | Aug 2021 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Charles Costa Evangelakos: 25% – 50% of Mbe, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Gregory Edward Boyle: 25% – 50% of Mbe, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Richard Sholes Mullen: 25% – 50% of Mbe, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Hardwicke Chemical Inc. Pension Plan | Weylchem Us Inc. | 6 | $17.8M | 01/01/2024 |
| Anteriad, Llc 401(k) Profit Sharing Plan | Anteriad, Llc | 189 | $31.3M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/16/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $4.0B (93% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 24, 2026.
View current Form ADV (SEC/IAPD) ↗