PY
Patrick Yuarn Bor Lee
CRD 4939794
Firms
| Firm | Role | As of |
|---|---|---|
| Palo Alto Investors Lp | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
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Palo Alto Investors Lp
Manager · GP / trustee / elected manager · Mar 2024
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Palo Alto Investors Lp
Trustee Of Patrick Y Lee Declaration Of Trust · Less than 5% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗