Palo Capital is an investment advisor in Newport Beach with $341.43 mm assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
203264567
SEC advisor number
801-69026
FINRA CRD number
136478
Address
Palo Capital
888 SAN CLEMENTE DR. SUITE 150
NEWPORT BEACH
CA 92660
888 SAN CLEMENTE DR. SUITE 150
NEWPORT BEACH
CA 92660
Phone
949-715-2126
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
30 Jan 19
13F-HR/A
Quarterly holdings report by institutional manager (amended)
20 Dec 18
13F-HR
Quarterly holdings report by institutional manager
25 Oct 18
13F-HR
Quarterly holdings report by institutional manager
13 Jul 18
13F-HR/A
Quarterly holdings report by institutional manager (amended)
13 Apr 18
13F-HR
Quarterly holdings report by institutional manager
11 Apr 18
13F-HR
Quarterly holdings report by institutional manager
22 Jan 18
13F-HR
Quarterly holdings report by institutional manager
6 Oct 17
13F-HR
Quarterly holdings report by institutional manager
17 Jul 17
13F-HR
Quarterly holdings report by institutional manager
26 Apr 17