Inactive

Jessica Michelle Frigon

Pallas Capital Advisors, LLC

CRD 8159687

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Employer firm

Pallas Capital Advisors, LLC CRD 310327

$4.31B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Pallas Capital Advisors, Llc

45 Braintree Hill Office Park Suite 201, Braintree, MA 02184 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2026-03-06

MA RA
APPROVED

Since 2026-03-06

Branch Locations

45 Braintree Hill Office Park Suite 201, Braintree, MA 02184 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Shepherd Kaplan Krochuk, Llc	Boston	MA	08/2022	07/2025
Pallas Capital Advisors Llc	Braintree	MA	08/2025	Present
Union College	Schenectady	NY	08/2018	05/2022
Unemployed	N/A	XX	09/2015	07/2018

08/2022 → 07/2025

Shepherd Kaplan Krochuk, Llc

Boston, MA
08/2025 → Present

Pallas Capital Advisors Llc

Braintree, MA
08/2018 → 05/2022

Union College

Schenectady, NY
09/2015 → 07/2018

Unemployed

N/A, XX

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-03-03

S65 Uniform Investment Adviser Law Examination

2026-03-03

View on SEC IAPD

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