Palo Alto Investors LP

Palo Alto Investors LP

Palo Alto Investors LP

Overview
Date Founded

2000

Headquarters

470 University Avenue Palo Alto CA United States 94301-1812

Type of Company

Private

Employees (Worldwide)

13

Industries

Hedge Funds
Other Business & Consulting Services
Accounting & Financial Services
Private Equity & Venture Capital
Investment Services & Portfolio Management

Company Description

Palo Alto Investors, LLC (PAI) is a leading private investment firm. We make long-term investments for high-net-worth and institutional investors based on original, deep, fundamental research. We don’t rent stocks. We own them. With approximately $900 million in assets under management, we offer a diversified micro cap fund and healthcare sector funds. Significant partner ownership in all of our Funds serves to align our financial interests with the financial interests of our clients. At PAI our mission is to deliver superior returns to our clients by investing for the long term. At the core of our investment philosophy lies the belief that intensive, original research is required to discover and evaluate inefficiently priced equities. We generally focus our investments in micro cap and small cap U.S. equities, which are not closely followed by Wall Street sell-side research firms. We target overlooked, misunderstood and undervalued segments of the equity markets, such as healthcare, energy and technology that have significant potential for appreciation. Our experienced research team has extensive industry experience in the sectors they cover. They utilize a disciplined, bottom-up approach to identify promising investments, and the firm’s investment policies ensure liquidity horizons that are sufficient to take advantage of new opportunities. PAI is committed to providing exemplary client service, maintaining the highest level of ethics, operational excellence and professionalism. PAI is independently owned, and has been registered with the SEC since its inception in 1989

Contact Data
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Executives & Employees

President & Co-Managing Member

Chief Financial Officer & Chief Compliance Officer

Chief Compliance Officer

Partner

Head of Operations

Chief Administrative Officer

Controller

Managing Director

Managing Director

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Recent Transactions
Details Hidden

Brookstone Partners, Diamond Products LLC purchase Jimmyjane, Inc. from Palo Alto Investors LP, Threshold Ventures, Inc.

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Takeda Pharmaceutical Co., Ltd., Takeda America Holdings, Inc. purchase IDM Pharma, Inc. from Palo Alto Investors LP

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Palo Alto Investors LP, JumpStart, Inc. purchase Synapse Biomedical, Inc.

Transaction Advisors
Legal Advisor

Advised onTakeda Pharmaceutical Co., Ltd., Takeda America Holdings, Inc. purchase IDM Pharma, Inc. from Palo Alto Investors LP

Legal Advisor

Advised onTakeda Pharmaceutical Co., Ltd., Takeda America Holdings, Inc. purchase IDM Pharma, Inc. from Palo Alto Investors LP

Advisors & Consultants
Auditor

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Custodian

Founded in 1969, Morgan Stanley & Co. LLC is an SEC-registered broker/dealer headquartered in New York City. The firm is the primary broker subsidiary of Morgan Stanley (NYSE: MS). They are a member of FINRA. Morgan Stanley & Co. provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.The firm's Sales & Trading division offers cash and electronic trading platforms where Morgan Stanley acts as principal (including as a market maker) and agent in executing transactions globally in equity and equity-related products. These products include equity swaps, options, warrants and futures overlying individual securities, indices and baskets of securities and other equity-related products. Morgan Stanley's Institutional Equity division is a global leader in the origination, distribution and trading of equity, equity-linked and equity-derivative securities. Their Fixed Income team deals in a diverse range of products including interest rate and currency products, credit products, derivatives and commodities.

Auditor

EisnerAmper LLP provides audit, accounting and tax services. The firm offers responsive accounting, tax and consulting services with an entrepreneurial focus, providing clients with smart, analytical insights delivered in an approachable style. Its primary service lines include business and asset valuation, international tax, human capital advisory, employee benefit plan audit, fund services, litigation and forensic accounting, bankruptcy and insolvency and royalty audit. The company was founded in 1963 and is headquartered in New York, NY.

Investments
Details Hidden

Aimmune Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the research and development of desensitization treatments for peanut and other food allergies. Its portfolio includes the characterized oral desensitization immunotherapy system. The company was founded on June 24, 2011 and is headquartered in Brisbane, CA.

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NeXeption LLC operates as a biopharmaceutical assets management firm. It provides biopharmaceutical management services, product opportunities, management expertise and funding. The firm offers an alternative pipeline development path for non-progressing assets or science and provide the appropriate resources and access to capital to advance assets from concept through commercialization. The company was founded by Stephen A. Tullman, Kamil Ali-Jackson and Neal S. Walker in 2011 and is headquartered in Malvern, PA.

Details Hidden

Revance Therapeutics, Inc. is a clinical stage biotechnology company. It is engaged in the development, manufacturing, and commercialization of novel botulinum toxin products for multiple aesthetic, and therapeutic applications. The firm focuses on production of daxibotulinumtoxinA, a botulinum toxin, for a broad spectrum of aesthetic and therapeutic indications, including facial wrinkles and muscle movement disorders. The company was founded by Jacob M. Waugh and L. Daniel Browne on August 10, 1999 and is headquartered in Newark, CA.

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