Todd Vandam
Investment adviser representative at Pallas Capital Advisors, LLC
32 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
32 years in the industry.
- Pallas Capital Advisors, LLCFeb 2026 to now
- UnemployedAug 2025 to Jan 2026
- Loomis Sayles & CompanyDec 1994 to Jul 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8230580
- Firm CRD
- 310327