Pallas Capital Advisors Continues Impressive Growth Trajectory; Highlights Successful Year and Outlook for 2022

BRAINTREE, Mass., Dec. 14, 2021 /PRNewswire/ — Pallas Capital Advisors, LLC (“Pallas Capital”), a leading independent financial planning and investment advisory firm, is pleased to wrap up 2021 after surpassing growth expectations three-fold. The firm spent 2021 opening three offices in the Northeast, expanding its headquarters in Braintree, MA, transitioning four advisor teams, and onboarding over $1 billion in assets.

Since its launch in Braintree, MA, in July of 2019, the firm has expanded into Portsmouth, NH, in January of 2020, Park Ridge, NJ, in June of 2021, and Newport, RI, in July of 2021. This rapid growth has prompted a fifth location in Wakefield, MA, which is currently in the construction phase and will officially open its doors in January 2022.

“This year was a huge growth year for us both with our organic business, winning several very large client mandates, and our inorganic business, adding new advisor teams and opening offices in important, targeted geographical locations. With these additional offices we are now able to further attract and represent top-performing advisor teams along the Northeast,” Pallas Capital’s CEO and Founding Partner, Richard Mullen, stated. “We’re just getting started, and as we continue to talk to advisors looking to improve the valued services they provide to their clients and who want to enhance the economic and ownership structure of their book of business, I do expect you’ll see Pallas expand into new cities and states in the future.”

Since May of 2021, four teams have transitioned to Pallas Capital from UBS Financial Services, Merrill Lynch, and Prudential Financial. The firm has plans to further attract talent, add additional assets, and transition a handful of teams in 2022.

“We’re really excited about the platform and culture we’ve created here at Pallas, and we want to be able to share it with advisors who join in that excitement,” Greg Boyle, Chief Growth Officer and Founding Partner, added. “The future of Pallas is extremely bright and following the successes of the past 12 months, we are very well positioned to expand our position in the market.”

To learn more about Pallas Capital and the services the firm provides, please visit www.pallascapitaladvisors.com.

Important Disclosures
Advisory services offered through Pallas Capital Advisors, LLC, a registered investment advisor. Advisory services are only offered to clients or prospective clients where Pallas Capital Advisors and its representatives are properly licensed or exempt from licensure. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability.

Media Contact & Interview Requests:
Christie Fitzgerald
Director of Marketing & Business Development
781-971-5041
christie@pallascapitaladvisors.com

Braintree, MA

45 Braintree Hill Office Park Suite 201
Braintree, MA 02184
(781) 971-5052

Wakefield, MA

701 Edgewater Drive
Suite 140
Wakefield, MA 01880
(781) 587-3478

Portsmouth, NH

36 Maplewood Avenue
Portsmouth
NH 03801
(603) 292-3699

Park Ridge, NJ

1 Maynard Drive
Suite 2101
Park Ridge, NJ 07656
(551) 277-2686

Newport, RI

51 Long Wharf Mall
Newport, RI 02840
(401) 847-0505

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Pallas Capital ADVISORS is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Pallas Capital Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Pallas Capital Advisors unless a client service agreement is in place.

Advisory services are only offered to clients or prospective clients where Pallas Capital Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Pallas Capital Advisors unless a client service agreement is in place.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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