Palo Alto Investors LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in Palo Alto, CA. Its latest Form ADV filing, dated March 27, 2026, reports $696M in regulatory assets under management, 10 employees, 2 offices, and 13 accounts.
Assets Under Management
$696M
Employees
10
Offices
2 offices
Total Clients
13
Primary office
PALO ALTO, CA
101 UNIVERSITY AVE, SUITE 200, PALO ALTO, CA, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
13
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$696Mas of March 27, 2026
Discretionary100.0%
$696M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$696M
Total Accounts13
10Y AUM Change$-1.3B (-64.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee1:1
10Y Employee Change-2 (-16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.