PALO CAPITAL, INC.
CRD #136478 SEC #801-69026 NEWPORT BEACH, CA 949-715-2126
SEC Registered
Total AUM
$341.4M
Discretionary
$341.4M
Employees
7
Clients
--
Accounts
475
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2018 | $341.4M | $341.4M | $0 | 7 | 2 |
| Mar 2017 | $262.8M | $262.8M | $0 | 7 | 200 |
| Mar 2016 | $175.2M | $175.2M | $0 | 6 | 100 |
| Nov 2015 | $189.2M | $189.2M | $0 | 6 | 100 |
| Mar 2015 | $189.2M | $189.2M | $0 | 6 | 100 |
| Mar 2015 | $189.2M | $189.2M | $0 | 6 | 100 |
| Nov 2014 | $167.9M | $167.9M | $0 | 6 | 100 |
| Jul 2014 | $167.9M | $167.9M | $0 | 6 | 100 |
| Mar 2014 | $154.2M | $154.2M | $0 | 5 | 100 |
| Feb 2013 | $114.4M | $114.4M | $0 | 4 | 26 |
| Mar 2012 | $107.1M | $107.1M | $0 | 1 | 101 |
| Mar 2011 | $112.5M | $112.5M | $0 | 5 | -- |
| Aug 2010 | $60M | $60M | $0 | 5 | -- |
| May 2010 | $60M | $60M | $0 | 5 | -- |
| Mar 2008 | $41M | $41M | $0 | 5 | -- |
| Mar 2008 | $41M | $41M | $0 | 5 | -- |
DateMar 2018
Total AUM$341.4M
Discretionary$341.4M
Non-Disc.$0
Employees7
Clients2
DateMar 2017
Total AUM$262.8M
Discretionary$262.8M
Non-Disc.$0
Employees7
Clients200
DateMar 2016
Total AUM$175.2M
Discretionary$175.2M
Non-Disc.$0
Employees6
Clients100
DateNov 2015
Total AUM$189.2M
Discretionary$189.2M
Non-Disc.$0
Employees6
Clients100
DateMar 2015
Total AUM$189.2M
Discretionary$189.2M
Non-Disc.$0
Employees6
Clients100
DateMar 2015
Total AUM$189.2M
Discretionary$189.2M
Non-Disc.$0
Employees6
Clients100
DateNov 2014
Total AUM$167.9M
Discretionary$167.9M
Non-Disc.$0
Employees6
Clients100
DateJul 2014
Total AUM$167.9M
Discretionary$167.9M
Non-Disc.$0
Employees6
Clients100
DateMar 2014
Total AUM$154.2M
Discretionary$154.2M
Non-Disc.$0
Employees5
Clients100
DateFeb 2013
Total AUM$114.4M
Discretionary$114.4M
Non-Disc.$0
Employees4
Clients26
DateMar 2012
Total AUM$107.1M
Discretionary$107.1M
Non-Disc.$0
Employees1
Clients101
DateMar 2011
Total AUM$112.5M
Discretionary$112.5M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$41M
Discretionary$41M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$41M
Discretionary$41M
Non-Disc.$0
Employees5
Clients--