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Peter Gillis

Pallas Capital Advisors, LLC
28 Years of Experience
Oak Bluffs, MA
1 Disclosure
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Peter Gillis is a registered investment advisor at Pallas Capital Advisors, LLC, based in Oak Bluffs, MA, with 28 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 1,221 clients with $4.3B in assets under management.

Pallas Capital Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28 advisors
Number of Clients
1,221 clients
Average Client Portfolio
$3.5M average
Assets Under Management
$4.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Wealth management fees range from 0.25% to 2.00% annually, based on the average daily balance of assets under management. Fees are negotiable at the sole discretion of Pallas Capital Advisors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Oak Bluffs, MA

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History

Regulatory History (1)
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Criminal
June 1998
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Pallas Capital Advisors, LLC
July 2024 - Present · 2 yrs 3 mos
Previous Registrations
Piper Sandler & CO.Broker
January 2020 - July 2023 · 3 yrs 6 mos
Sandler, O'neill & Partners, L.P.Broker
April 1998 - January 2020 · 21 yrs 9 mos
Rodman & Renshaw INC.Broker
February 1997 - March 1998 · 1 yr 1 mo
State Registrations1 state
MA
Advisor

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Exams
No exam information available for this advisor.
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