Peter James Gillis
Investment adviser representative at Pallas Capital Advisors, LLC
28 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
28 years in the industry.
- Pallas Capital Advisors, LLCMar 2024 to now
- UnemployedAug 2023 to Feb 2024
- Piper Sandler & Co.Jan 2020 to Jul 2023
- Sandler, O'neill & Partners, L.P.Apr 1998 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 2807507
- Firm CRD
- 310327