Palo Alto Investors (PAI) manages assets for private investment funds, focusing on equity and equity-related securities in the healthcare industry. PAI has full authority over fund investments, and investors cannot select or evaluate specific investments. Fees include an annual management fee and a performance allocation based on fund profits.
Assets Under Management$670M
Clients12
Advisors1
Avg. per Client$56M
Avg. per Advisor$670M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
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.
Loading...