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Multi-Family OfficeRIA · CRD 270012State-Registered Investment Adviser

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Palmetto Coast Advisors

Palmetto Coast Advisors, Inc. is a state-registered investment adviser in Mt. Pleasant, SC. The firm manages approximately $55 million in regulatory assets.

Overview

Palmetto Coast Advisors, Inc. is a state-registered investment adviser in Mt. Pleasant, SC. The firm manages approximately $55 million in regulatory assets. It has 2 employees and 1 investment adviser.

General information

Firm type

Multi Family Office

Location

Region

North America

Sector focus

Private CreditReal EstateInfrastructure

Frequently asked questions

Does Palmetto Coast Advisors participate in fund commitments or only direct deals?

The firm primarily makes direct investments in private credit, real estate, and infrastructure assets. It does not publicly list commitments to third-party funds, though direct SPVs are the observed vehicle type. Co-investment alongside regional partners is the standard deployment method.

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