Patrick Lee is a registered investment advisor at Palo Alto Investors LP, based in Palo Alto, CA, with 3 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 12 clients with $670M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Palo Alto Investors manages investments for private investment funds. Investors typically pay an annual management fee of 1% to 1.5% of their assets, depending on the specific fund. Some older investors pay a 1% annual fee. PAI also receives a performance allocation equal to 20% of the fund's net profits. These fees are deducted directly from investor accounts.
Location
470 University Ave, Palo Alto, CA, 94301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Palo Alto Investors LP
State Registrations1 state
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