# Palos Management

Palos Management is an Asset Manager based in Montreal, Quebec, Canada.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Montreal, Quebec, Canada
- **Region:** North America
- **Address:** Montreal, QC, Canada
- **Founded:** 1995
- **Assets under management:** C$100M - C$500M (Altss estimate)
- **Website:** palos.ca
- **LinkedIn:** https://www.linkedin.com/company/paloswealth

## Regulatory record

- **CRD number:** 304309
- **SEC file number:** 801-116950
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/304309

## About

Palos Management is an SEC-registered investment adviser in Montreal, Quebec, registered since 2019. The firm manages approximately $12 million in regulatory assets. It employs 18 staff and 3 investment advisers.

## Sectors

- Public Equities
- Fixed Income
- Private Credit
- Real Estate

## Offices

- Atlanta, GA, United States
- New York, NY, United States

## People

- Hubert Marleau — Chairman
- Charles Marleau — President & Chief Investment Officer

## Questions

### Who runs investment decisions at Palos Management?

Charles Marleau is the President and Chief Investment Officer responsible for day-to-day portfolio management and investment decisions. His father, Hubert Marleau, serves as Chairman and provides the overarching macroeconomic framework and strategic direction. Hubert is a well-known figure in Canadian markets, having spent decades as a chief economist and strategist at major brokerages before founding the firm.

### Does Palos Management operate any funds beyond its equity strategy?

Yes. In addition to its flagship concentrated equity mandates, the firm manages the Palos Income Fund, a private credit strategy that originates floating-rate senior secured loans to Canadian middle-market companies. This allows the firm to deploy capital across both liquid and illiquid structures for its high-net-worth and institutional client base.

### Does Palos Management participate in fund commitments or only direct deals?

Its public-equity and fixed-income activities are direct. In private credit and real estate, the firm co-invests directly in opportunities rather than allocating through external fund commitments. The Palos Income Fund, for example, is a direct-lending vehicle, not a fund-of-funds.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/palos-management

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