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CFP
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CFP

Eric Lalime

Pallas Capital Advisors, LLC
19 Years of Experience
Park Ridge, NJ
BrokerSells Insurance
View SEC Summary
View SEC Summary

Eric Lalime is a CFP-designated registered investment advisor at Pallas Capital Advisors, LLC, based in Park Ridge, NJ, with 19 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold. 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
—
View Full SEC Brochure

Location

1 Maynard Drive, Suite 2101, Park Ridge, NJ, 07656

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Eric works full-time at Pallas Capital Advisors providing investment advisory services. He also sells fixed/traditional insurance products through PKS Financial, dedicating minimal time to this activity.

Employment History
Current Registrations
Pallas Capital Advisors, LLC
June 2021 - Present · 5 yrs 4 mos
Purshe Kaplan Sterling InvestmentsBroker
June 2021 - Present · 5 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2008 - June 2021 · 12 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2008 - June 2021 · 12 yrs 8 mos
Morgan Stanley & CO. Incorporated
June 2007 - November 2008 · 1 yr 5 mos
Morgan Stanley & CO. IncorporatedBroker
June 2007 - November 2008 · 1 yr 5 mos
State Registrations6 states
FLMNNCNJNYTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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