United States · 
What does Palo Alto Investors invest in?
Palo Alto Investors invests most often at Series D and Series C (50% of the rounds on record), in sectors such as Analytics, Big Data and Advice.
Palo Alto Investors highlights
- 01
18 rounds on record
- 02
Mostly Series D and Series C: 50% of its rounds
- 03
5 exits from the portfolio
What they do
- Type
- Growth equity (from a list, unverified)
- Cheque size
- Not stated
- Sectors
- AnalyticsBig DataAdvice
- Based in
- United States
- Cold pitches
- Not stated
The record
Every round we can evidence, newest first18 appearances
- 2014
2 rounds
- Sept
- Jan
- 2012
1 round
- Jun
- 2011
3 rounds
- Aug
- Jun
- Feb
- 2008
2 rounds
- Sept
- Jan
- 2007
4 rounds
- Dec
- Nov
- Sept
- Jun
- 2005
3 rounds
- Nov
- May
- Apr
- 2004
1 round
- Jan
- 2001
1 round
- Dec
- 1999
1 round
- Dec
An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.
The team
Named by the firm itself, on a filing, its Form ADV or its company registration3 named
AEAngela Elizabeth Nguyen-DinhChief Compliance OfficeriForm ADV
AJAnthony Joonkyoo YunTrustee of Yun-Bazar Family TrustiForm ADV
PYPatrick Yuarn-Bor LeeTrustee of Patrick Y Lee Declaration of TrustiForm ADV
We also hold 5 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.
What the register says
From the firm's own filings with the SEC, which it must file accurately by law
$696Massets it managesOct 2026
Registeredinvestment adviserfull reporting to the SEC
- Legal name
- PALO ALTO Investors LP
- SEC number
- CRD 109171
Funds on its Form ADV
6 private funds, $1.1B in gross assets · filed Mar 2024
- Palo Alto Healthcare Master Fund II, L.P.Hedge120 investors$532M
- Palo Alto Healthcare Master Fund, L.P.Hedge60 investors$279M
- Palo Alto Advanced Life Sciences Master Fund, L.P.Hedge70 investors$156M
- Micro CAP Partners, L.P.Hedge40 investors$71M
- Palo Alto Korea Fund, L.P.Hedge10 investors$15M
- Palo Alto PE Fund, L.P.Hedge2 investors$5.0M
Exits from the portfolio
Companies it backed that were later bought or listed5 in all
Fisker AutomotiveBought by Wanxiang America$149MFeb 2014
Ceptaris TherapeuticsBought by Actelion Pharmaceuticals$250MJul 2013
GemfireBought by IgnisUndisclosedNov 2009
SkyPilot NetworksBought by TrilliantUndisclosedJun 2009
FlowMedicaBought by AngioDynamicsUndisclosedJan 2009
An exit counts when it came after the firm's first round in the company. From historical deal records.