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Praveena R Naduthota

Pallas Capital Advisors, LLC

Westford, MA

Braintree, MA

CRD 7831662

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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

AuthorityCategoryStatusDate
MA RA APPROVED_RES 2024-02-27
  • MA RA
    APPROVED_RES
    Since 2024-02-27

Branch Locations

Westford, MA • United States

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
OrganizationCityStateFromTo
Pallas Capital Advisors, Llc Westford MA 11/2023 Present
Phillips Cambridge MA 01/2003 Present
Other Businesses

Insurance Sales; Investment-related; Same Address; Individual Capacity; Since 11/2023; Full time position Phillips; Not investment-related; 222 Jacobs St, Cambridge, MA 02141; Manufacturing; Global Business Transformation Lead; Since 01/2003; Full time position

Other Names
  • Praveena Naduthota

View on SEC IAPD

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