# PALO CAPITAL, INC.

PALO CAPITAL, INC. of NEWPORT BEACH, CA is an SEC-registered investment adviser.

## Registration

- CRD: 136478
- Type: SEC-registered investment adviser
- SEC file number: 801-69026
- Location: 888 SAN CLEMENTE DRIVE, SUITE 150, NEWPORT BEACH, CA, 92660
- Phone: 949-715-2126
- Latest filing: 2018-03-26
- Regulatory AUM: $341.4M
- Discretionary AUM: $341.4M
- Clients: 7
- Accounts: 475

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| BROWN JANET MARIE | CHIEF COMPLIANCE OFFICER | — |
| O'GRADY KEVIN FRANCIS | CHIEF COMPLIANCE OFFICER; PRESIDENT; PRESIDENT & CHIEF COMPLIANCE OFFICER (+3 more) | — |
| WEBSTER DEREK ALLEN | OWNER; PRINCIPAL; SHAREHOLDER (+3 more) | — |
| CANNIVET MICHAEL JOHN | SHAREHOLDER | — |
| BARLOW KEVIN PATRICK | MANAGING DIRECTOR | — |
| SAHI PUNEET SINGH | CO-CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/136478/brochure
- Similar advisers: https://search.stillhousedata.com/firm/136478/similar
- Related entities: https://search.stillhousedata.com/firm/136478/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/136478

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.