RIA Intel›Advisers›Connecticut›PALOMA PARTNERS MANAGEMENT COMPANY

PALOMA PARTNERS MANAGEMENT COMPANY

Advisory

N·GREENWICH, CT

Data as of May 20, 2026 · Source: SEC Form ADV

Total AUM
$30.3B
1-Year AUM Growth
+10.1%
3-Year CAGR
+31.5%
Employees
30
Assets Under Management
Total AUM$30.3B
Discretionary AUM$30.3B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients3
Team
Total Employees30
Investment Advisers64
Employee Growth (1Y)-9.1%
Filing History
Total Filings on Record28
First FilingSep 30, 2011
Latest FilingMay 20, 2026
🔒 Full AUM trend chart and 28 historical filings spanning 15+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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