Athol David Cochrane
Investment adviser representative at Pallas Capital Advisors, LLC
37 yearsExperience
1 stateRegistered in
$4.3BFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
37 years in the industry.
- Purshe Kaplan Sterling InvestmentsSep 2022 to now
- Pallas Capital Advisors, LLCJul 2021 to now
- Wealth Solutions, LLCJun 2008 to Jul 2021
- Pruco Securities, LLCMar 1989 to Jul 2021
- The Prudential Insurance Company of AmericaMar 1989 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (RI).
Pallas Capital Advisors, LLC
$4.3BAssets managed
1,221Clients
28Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1945108
- Firm CRD
- 310327