Charles Costa Evangelakos

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/1999 → 07/2019
  Lincoln Financial Advisors Corporation
  Boston, MA
• 07/2019 → 06/2023
  Triad Advisors, Llc
  Norcross, GA
• 07/2019 → 11/2020
  Gwm Advisors, Llc
  Baton Rouge, LA
• 11/2020 → Present
  Pallas Capital Advisors, Llc
  Braintree, MA
• 08/2023 → 09/2024
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2019-07-19 → 2020-12-01
  Newedge Advisors
  Braintree, MA
  New Orleans, LA
• 2000-08-23 → 2019-07-23
  Osaic Fa, Inc.
  Boston, MA
  Boston, MA

Other Businesses

1) Fixed Insurance. Investment related. 84 Braintree Hill Office Park, Braintree, MA 02184. Fixed insurance. Agent. 10/01/2022. 8hrs monthly. 8 hrs during trading. Provide insurance advice based on the needs of client(s). 2)1700 Beacon Street Realty. Investment Related. 1700- 1706 Beacon St. Brookline, MA 02446. Rental Estate. Owner. 2 Hr monthly. 0 during trading. 03/1993. collect rents and manage finances. 3)CNT,LLC; investment related;83 Hammondswood Rd,Chestnut Hill, MA; holding company; owner; 1990; 2 hrs/month;0 hrs during trading; owner at commercial real estate investment ,collect rents, outside management company maintains the property. 4)MBE,LLC;investment-related;45 Braintree Hill Office Park,Ste 201, Braintree,MA 02184;holding company that is 100% owner of Pallas Capital Advisors,LLC;33.33% owner;9/19/2022;0 hrs/month;0 hrs during trading;1/3 shareholder of holding company 5)Chapel Hill Chauncy Hall School; not investment-related; 785 Beaver St, Waltham, MA 02452; trustee and finance committee member; quarterly meetings; no compensation 6)Brookline Community Foundation; not investment-related; 40 Webster Pl, Brookline, MA 02445; professional advisors committee member; quarterly meetings; no compensation

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-01-04
• S63 Uniform Securities Agent State Law Examination
  1993-07-06

Other Names

• Charlie Evangelakos
• Charles C Evangelakos
• Charles C Evangelakos