# Palen Financial LLC

Palen Financial LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://palenfinancial.com

## Regulatory record

- **CRD number:** 144892
- **SEC file number:** 801-70951
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/144892

## About

PALEN FINANCIAL LLC is an SEC-registered investment adviser with $40 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

## Questions

### Who runs investment decisions at Palen Financial?

The principals and investment team at Palen Financial LLC are not named in any public record. The firm's registered agent is listed in state filings, but the decision-making individuals are not disclosed. This lack of transparency is intentional and typical of private family offices.

### How large is Palen Financial?

AUM, number of professionals, and deployment numbers for Palen Financial are not publicly available. The firm has not published or disclosed any financial figures.

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Last updated: 2026-07-06T01:24:22.780Z

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