RIA Intelligence

PALO ALTO INVESTORS LP

CRD #109171 SEC #801-58166 PALO ALTO, CA 650-325-0772
SEC Registered Private Funds
Total AUM
$667M
Discretionary
$667M
Employees
12
Clients
--
Accounts
12

Firm Details

Organization Type
Limited Partnership
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 31, 2025
Branch Offices
2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BANERJEE, DEBASISHICCONA
CHANG, ALBERT, CHE-HAOIMEMBERNA
CHANG, ALBERT, CHE-HAOIMEMBERNA
LEE, PATRICK, YIMEMBERNA
LEE, PATRICK, YIMEMBERNA
LEE, PATRICK, YIMEMBERNA
LEE, PATRICK, YUARN-BORITRUSTEE OF PATRICK Y LEE DECLARATION OF TRUSTNA
LEE, PATRICK, YUARN-BORITRUSTEE OF PATRICK Y LEE DECLARATION OF TRUSTNA
LEE, PATRICK, YUARN-BORITRUSTEE OF PATRICK Y LEE DECLARATION OF TRUSTNA
LEE, PATRICK, YUARN-BORITRUSTEE OF PATRICK Y LEE DECLARATION OF TRUSTNA
MIYAKE-TRAILER, KARENIMEMBERNA
MIYAKE-TRAILER, KARENIMEMBERNA
MIYAKE-TRAILER, KARENIMEMBERNA
MIYAKE-TRAILER, KARENIMEMBERNA
MIYAKE-TRAILER, KARENIMEMBERNA
MIYAKE-TRAILER, KARENIMEMBERNA
NGUYEN-DINH, ANGELA, EICHIEF COMPLIANCE OFFICERNA
NGUYEN-DINH, ANGELA, EICHIEF COMPLIANCE OFFICERNA
NGUYEN-DINH, ANGELA, EICHIEF COMPLIANCE OFFICERNA
NGUYEN-DINH, ANGELA, EICHIEF COMPLIANCE OFFICERNA
NGUYEN-DINH, ANGELA, EICHIEF COMPLIANCE OFFICERNA
NGUYEN-DINH, ANGELA, EICHIEF COMPLIANCE OFFICERNA
NGUYEN-DINH, ANGELA, EICHIEF COMPLIANCE OFFICERNA
NGUYEN-DINH, ANGELA, EICHIEF COMPLIANCE OFFICERNA
NGUYEN-DINH, ANGELA, EICHIEF COMPLIANCE OFFICERNA Control
NGUYEN-DINH, ANGELA, EICHIEF COMPLIANCE OFFICERNA Control
NGUYEN-DINH, ANGELA, EICHIEF COMPLIANCE OFFICERNA Control
NGUYEN-DINH, ANGELA, ELIZABETHICHIEF COMPLIANCE OFFICERNA Control
NGUYEN-DINH, ANGELA, ELIZABETHICHIEF COMPLIANCE OFFICERNA Control
NGUYEN-DINH, ANGELA, ELIZABETHICHIEF COMPLIANCE OFFICERNA Control
NGUYEN-DINH, ANGELA, ELIZABETHICHIEF COMPLIANCE OFFICERNA Control
NGUYEN-DINH, ANGELA, ELIZABETHICHIEF COMPLIANCE OFFICERNA Control
NGUYEN-DINH, ANGELA, ELIZABETHICHIEF COMPLIANCE OFFICERNA Control
NGUYEN-DINH, ANGELA, ELIZABETHICHIEF COMPLIANCE OFFICERNA Control
PALO ALTO INVESTORSDEMANAGER AND MEMBERNA Control
PALO ALTO INVESTORSDEMANAGER AND MEMBERNA Control
PALO ALTO INVESTORSDEMANAGER AND MEMBERNA Control
PALO ALTO INVESTORSDEMANAGER AND MEMBERNA Control
PALO ALTO INVESTORSDEMANAGER AND MEMBERNA Control
PALO ALTO INVESTORSDEMANAGER AND MEMBERNA Control
PALO ALTO INVESTORSDEMANAGER AND MEMBERNA Control
PALO ALTO INVESTORSDEMANAGER AND MEMBERNA Control
PALO ALTO INVESTORSDEMANAGER AND MEMBERNA Control
PALO ALTO INVESTORSDEMANAGER AND MEMBERNA Control
PALO ALTO INVESTORSDEMANAGER AND MEMBERNA Control
PALO ALTO INVESTORSDEMANAGER AND MEMBERNA Control
PALO ALTO INVESTORSDEMANAGER AND MEMBERNA Control
PALO ALTO INVESTORS GP LLCDEGENERAL PARTNERNA Control
PALO ALTO INVESTORS GP LLCDEGENERAL PARTNERNA Control
PALO ALTO INVESTORS GP LLCDEGENERAL PARTNERNA Control
PALO ALTO INVESTORS GP LLCDEGENERAL PARTNERNA Control
SHAMIA, MARK, RAMSEYIMEMBER, CHIEF OPERATING OFFICERNA Control
SHAMIA, MARK, RAMSEYICHIEF OPERATING OFFICER, MEMBERNA Control
SHAMIA, MARK, RAMSEYIMEMBER, CHIEF OPERATING OFFICERNA Control
SHAMIA, MARK, RAMSEYIMEMBER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICERNA Control
SHAMIA, MARK, RAMSEYICHIEF OPERATING OFFICER, MEMBERNA Control
SHAMIA, MARK, RAMSEYIMEMBER, CHIEF OPERATING OFFICERNA Control
SHAMIA, MARK, RAMSEYICHIEF OPERATING OFFICER, MEMBERNA Control
SHAMIA, MARK, RAMSEYICHIEF OPERATING OFFICER, MEMBERNA Control
SMITH, SCOTT, RANDALLICHIEF COMPLIANCE OFFICERNA Control
SMITH, SCOTT, RANDALLICHIEF COMPLIANCE OFFICERNA
SMITH, SCOTT, RANDALLICHIEF COMPLIANCE OFFICERNA Control
SMITH, SCOTT, RANDALLICHIEF COMPLIANCE OFFICERNA
SMITH, SCOTT, RANDALLICHIEF COMPLIANCE OFFICERNA Control
SMITH, SCOTT, RANDALLICHIEF COMPLIANCE OFFICERNA
SMITH, SCOTT, RANDALLICHIEF OPERATING OFFICERNA Control
SMITH, SCOTT, RANDALLICHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICERNA Control
SMITH, SCOTT, RANDALLICHIEF COMPLIANCE OFFICERNA Control
SMITH, SCOTT, RANDALLICHIEF COMPLIANCE OFFICERNA Control
TRAILER, JENNIFER, LYNNIMEMBER & CHIEF COMPLIANCE OFFICERNA
TRAILER, JENNIFER, LYNNIMEMBER & CHIEF COMPLIANCE OFFICERNA
TRAILER, JENNIFER, LYNNIMEMBERNA
TRAILER, JENNIFER, LYNNIMEMBERNA
WU, KAI, CICHIEF COMPLIANCE OFFICERNA
WU, KAI, CICHIEF COMPLIANCE OFFICERNA
WU, KAI, CICHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICERNA
WU, KAI, CICHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICERNA
WU, KAI, CICHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICERNA
WU, KAI, CICHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICERNA
WU, KAI, CICHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICERNA
YUN, ANTHONY, JOONKYOOITRUSTEE OF YUN-BAZAR FAMILY TRUSTNA
YUN, ANTHONY, JOONKYOOITRUSTEE OF YUN-BAZAR FAMILY TRUSTNA
YUN, ANTHONY, JOONKYOOITRUSTEE OF YUN-BAZAR FAMILY TRUSTNA
YUN, ANTHONY, JOONKYOOITRUSTEE OF YUN-BAZAR FAMILY TRUSTNA
EDWARDS, WILLIAM, LELANDIPRESIDENT AND MEMBER OF REGISTRANT, PRESIDENT OF PALO ALTO INVESTORS, MANAGERE Control
EDWARDS, WILLIAM, LELANDIPRESIDENT AND MEMBER OF REGISTRANT, PRESIDENT OF PALO ALTO INVESTORS, MANAGERE Control
PAI LLCDEGENERAL PARNTERE Control
PALO ALTO INVESTORS GP LLCDEGENERAL PARNTERE Control
PALO ALTO INVESTORS GP LLCDEGENERAL PARNTERE Control
PATRICK Y LEE DECLARATION OF TRUSTDELIMITED PARTNERD Control
PATRICK Y LEE DECLARATION OF TRUSTDELIMITED PARTNERD Control
PATRICK Y LEE DECLARATION OF TRUSTDELIMITED PARTNERD Control
PATRICK Y LEE DECLARATION OF TRUSTDELIMITED PARTNERD Control
YUN-BAZAR FAMILY TRUSTDELIMITED PARTNERD Control
YUN-BAZAR FAMILY TRUSTDELIMITED PARTNERD Control
YUN-BAZAR FAMILY TRUSTDELIMITED PARTNERD Control
YUN-BAZAR FAMILY TRUSTDELIMITED PARTNERD Control
EDWARDS, WILLIAM, LELANDIPRESIDENT AND MEMBER OF REGISTRANT, PRESIDENT OF PALO ALTO INVESTORS, MANAGERC Control
EDWARDS, WILLIAM, LELANDIPRESIDENT AND MEMBER OF REGISTRANT, PRESIDENT OF PALO ALTO INVESTORS, MANAGERC Control
EDWARDS, WILLIAM, LELANDIPRESIDENT AND MEMBER OF REGISTRANT, PRESIDENT OF PALO ALTO INVESTORS, MANAGERC Control
EDWARDS, WILLIAM, LELANDICHAIRMAN, CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER OF ADVISOR AND MANAGER, MEMBERC Control
EDWARDS, WILLIAM, LELANDIPRESIDENT AND MEMBER OF REGISTRANT, PRESIDENT OF PALO ALTO INVESTORS, MANAGERC Control
EDWARDS, WILLIAM, LELANDIPRESIDENT AND MEMBER OF REGISTRANT, PRESIDENT OF PALO ALTO INVESTORS, MANAGERC Control
EDWARDS, WILLIAM, LELANDICHAIRMAN, CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER OF ADVISOR AND MANAGER, MEMBERC Control
EDWARDS, WILLIAM, LELANDIPRESIDENT AND MEMBER OF REGISTRANT, PRESIDENT OF PALO ALTO INVESTORS, MANAGERC Control
EDWARDS, WILLIAM, LELANDICHAIRMAN, CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER OF ADVISOR AND MANAGER, MEMBERC Control
EDWARDS, WILLIAM, LELANDIMEMBERC
EDWARDS, WILLIAM, LELANDIFOUNDERC
EDWARDS, WILLIAM, LELANDIMEMBERC
EDWARDS, WILLIAM, LELANDICHAIRMAN, CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER OF ADVISOR AND MANAGER, MEMBERC Control
EDWARDS, WILLIAM, LELANDIFOUNDERC Control
EDWARDS, WILLIAM, LELANDIFOUNDERC Control
EDWARDS, WILLIAM, LELANDIFOUNDERC Control
EDWARDS, WILLIAM, LELANDIFOUNDERC Control
EDWARDS, WILLIAM, LELANDICHAIRMAN, CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER OF ADVISOR AND MANAGER, MEMBERC Control
LEE, PATRICK, YICO-MANAGING MEMBERC Control
LEE, PATRICK, YICO-MANAGING MEMBERC Control
LEE, PATRICK, YICO-MANAGING MEMBERC Control
LEE, PATRICK, YICO-MANAGING MEMBERC Control
LEE, PATRICK, YICO-MANAGING MEMBERC Control
LEE, PATRICK, YICO-MANAGING MEMBERC Control
LEE, PATRICK, YICO-MANAGING MEMBERC Control
LEE, PATRICK, YICO-MANAGING MEMBERC Control
LEE, PATRICK, YICO-MANAGING MEMBERC Control
LEE, PATRICK, YICO-MANAGING MEMBERC Control
LEE, PATRICK, YICO-MANAGING MEMBERC Control
LEE, PATRICK, YICO-MANAGING MEMBERC Control
LEE, PATRICK, YICO-MANAGING MEMBERC Control
LEE, PATRICK, YICO-MANAGING MEMBERC Control
LEE, PATRICK, YICO-MANAGING MEMBERC Control
LEE, PATRICK, YICO-MANAGING MEMBERC Control
LEE, PATRICK, YICO-MANAGING MEMBERC Control
LEE, PATRICK, YICO-MANAGING MEMBERC Control
LEE, PATRICK, YICO-MANAGING MEMBERC Control
YUN, ANTHONY, JOONKYOOICO-MANAGING MEMBERC Control
YUN, ANTHONY, JOONKYOOICO-MANAGING MEMBERC Control
YUN, ANTHONY, JOONKYOOICO-MANAGING MEMBERC Control
YUN, ANTHONY, JOONKYOOICO-MANAGING MEMBERC Control
YUN, ANTHONY, JOONKYOOICO-MANAGING MEMBERC Control
YUN, ANTHONY, JOONKYOOICO-MANAGING MEMBERC Control
YUN, ANTHONY, JOONKYOOICO-MANAGING MEMBERC Control
YUN, ANTHONY, JOONKYOOICO-MANAGING MEMBERC Control
YUN, ANTHONY, JOONKYOOICO-MANAGING MEMBERC Control
YUN, ANTHONY, JOONKYOOICO-MANAGING MEMBERC Control
YUN, ANTHONY, JOONKYOOICO-MANAGING MEMBERC Control
YUN, ANTHONY, JOONKYOOICO-MANAGING MEMBERC Control
YUN, ANTHONY, JOONKYOOICO-MANAGING MEMBERC Control
YUN, ANTHONY, JOONKYOOICO-MANAGING MEMBERC Control
YUN, ANTHONY, JOONKYOOICO-MANAGING MEMBERC Control
YUN, ANTHONY, JOONKYOOICO-MANAGING MEMBERC Control
YUN, ANTHONY, JOONKYOOICO-MANAGING MEMBERC Control
YUN, ANTHONY, JOONKYOOICO-MANAGING MEMBERC Control
YUN, ANTHONY, JOONKYOOICO-MANAGING MEMBERC Control
ANDERSON, DAVID, JONATHANIMEMBERB
ANDERSON, DAVID, JONATHANIMEMBERB
ANDERSON, DAVID, JONATHANIMEMBERB
ANDERSON, DAVID, JONATHANIMEMBERB
ANDERSON, DAVID, JONATHANIMEMBERB
ANDERSON, DAVID, JONATHANIMEMBERB
CONLEY, BUFORD, RAYIMEMBERB
CONLEY, BUFORD, RAYIMEMBERB
CONLEY, BUFORD, RAYIMEMBERB
CONLEY, BUFORD, RAYIMEMBERB
CONLEY, BUFORD, RAYIMEMBERB
JANUS, TEDIMEMBERB
JANUS, TEDIMEMBERB
JANUS, TEDIMEMBERB
JANUS, TEDIMEMBERB
LEE, PATRICK, YIMEMBERB
LEE, PATRICK, YIMEMBERB
LEE, PATRICK, YIMEMBERB
YUN, ANTHONY, JOONKYOOIMEMBERB
YUN, ANTHONY, JOONKYOOIMEMBERB
YUN, ANTHONY, JOONKYOOIMEMBERB
YUN, ANTHONY, JOONKYOOIPRESIDENT OF PALO ALTO INVESTORS, LLC, PRESIDENT OF PALO ALTO INVESTORS, MANAGER, MEMBERB
YUN, ANTHONY, JOONKYOOIMEMBERB
YUN, ANTHONY, JOONKYOOIMEMBERB
YUN, ANTHONY, JOONKYOOIPRESIDENT OF PALO ALTO INVESTORS, LLC, PRESIDENT OF PALO ALTO INVESTORS, MANAGER, MEMBERB
YUN, ANTHONY, JOONKYOOIMEMBERB
YUN, ANTHONY, JOONKYOOIPRESIDENT OF PALO ALTO INVESTORS, LLC, PRESIDENT OF PALO ALTO INVESTORS, MANAGER, MEMBERB
YUN, ANTHONY, JOONKYOOIPRESIDENT OF PALO ALTO INVESTORS, LLC, PRESIDENT OF PALO ALTO INVESTORS, MANAGER, MEMBERB
YUN, ANTHONY, JOONKYOOIPRESIDENT OF PALO ALTO INVESTORS, LLC, PRESIDENT OF PALO ALTO INVESTORS, MANAGER, MEMBERB
JANUS, TEDIMEMBERA
JANUS, TEDIMEMBERA
LEE, PATRICK, YIMEMBERA
LEE, PATRICK, YIMEMBERA
LEE, PATRICK, YIMEMBERA
LEE, PATRICK, YIMEMBERA
LEE, PATRICK, YIMEMBERA
YUN, ANTHONY, JOONKYOOIMEMBERA
YUN, ANTHONY, JOONKYOOIMEMBERA
ZWENG, PAUL, LINCOLNIMEMBERA

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
LEE, PATRICK, YUARN-BORIPALO ALTO INVESTORS GP LLCF Control
LEE, PATRICK, YUARN-BORIPATRICK Y. LEE DECLARATION OF TRUSTF
LEE, PATRICK, YUARN-BORIPALO ALTO INVESTORS GP LLCF Control
LEE, PATRICK, YUARN-BORIPATRICK Y. LEE DECLARATION OF TRUSTF
YUN, ANTHONY, JOONKYOOIPALO ALTO INVESTORS GP LLCF Control
YUN, ANTHONY, JOONKYOOIYUN-BAZAR FAMILY TRUSTF
YUN, ANTHONY, JOONKYOOIPALO ALTO INVESTORS GP LLCF Control
YUN, ANTHONY, JOONKYOOIYUN-BAZAR FAMILY TRUSTF
EDWARDS, WILLIAM, LELANDIPALO ALTO INVESTORSE Control
EDWARDS, WILLIAM, LELANDIPALO ALTO INVESTORSE Control
EDWARDS, WILLIAM, LELANDIPALO ALTO INVESTORSE Control
EDWARDS, WILLIAM, LELANDIPALO ALTO INVESTORSE Control
EDWARDS, WILLIAM, LELANDIPALO ALTO INVESTORSE Control
EDWARDS, WILLIAM, LELANDIPALO ALTO INVESTORSE Control
EDWARDS, WILLIAM, LELANDIPALO ALTO INVESTORSE Control
EDWARDS, WILLIAM, LELANDIPALO ALTO INVESTORSE Control
EDWARDS, WILLIAM, LELANDIPALO ALTO INVESTORSE Control
EDWARDS, WILLIAM, LELANDIPALO ALTO INVESTORSE Control
EDWARDS, WILLIAM, LELANDIPALO ALTO INVESTORSE Control
EDWARDS, WILLIAM, LELANDIPALO ALTO INVESTORSE Control
EDWARDS, WILLIAM, LELANDIPALO ALTO INVESTORSE Control
LEE, PATRICK, YUARN-BORIPAI LLCD Control
LEE, PATRICK, YUARN-BORIPALO ALTO INVESTORS GP LLCD Control
LEE, PATRICK, YUARN-BORIPALO ALTO INVESTORS GP LLCD Control
PATRICK Y. LEE DECLARATION OF TRUSTDEPALO ALTO INVESTORS GP LLCD Control
PATRICK Y. LEE DECLARATION OF TRUSTDEPALO ALTO INVESTORS GP LLCD Control
PATRICK Y. LEE DECLARATION OF TRUSTDEPALO ALTO INVESTORS GP LLCD Control
PATRICK Y. LEE DECLARATION OF TRUSTDEPALO ALTO INVESTORS GP LLCD Control
YUN, ANTHONY, JOONKYOOIPAI LLCD Control
YUN, ANTHONY, JOONKYOOIPALO ALTO INVESTORS GP LLCD Control
YUN, ANTHONY, JOONKYOOIPALO ALTO INVESTORS GP LLCD Control
YUN-BAZAR FAMILY TRUSTDEPALO ALTO INVESTORS GP LLCD Control
YUN-BAZAR FAMILY TRUSTDEPALO ALTO INVESTORS GP LLCD Control
YUN-BAZAR FAMILY TRUSTDEPALO ALTO INVESTORS GP LLCD Control
YUN-BAZAR FAMILY TRUSTDEPALO ALTO INVESTORS GP LLCD Control

Registrations

Federal

IA
Mar 31, 2025 REGISTERED

Notice Filings (4)

CA TX VA WA

Address

101 UNIVERSITY AVE
SUITE 200
PALO ALTO, CA 94301-1638
United States
Phone: 650-325-0772