Patrick Yuarn-bor Lee
Investment adviser representative at Palo Alto Investors LP
19 yearsExperience
1 stateRegistered in
$696MFirm assets
25 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
19 years in the industry.
- Palo Alto Investors LPJan 2007 to now
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Palo Alto Investors LP
$696MAssets managed
13Clients
1Advisers
25 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
- 4939794
- Firm CRD
- 109171