Santhosh
Palani

Psp Research LLC

CRD#6632705
Investment Advisor
in Newtown Square, PA

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About this Advisor

Santhosh Palani is a financial advisor based in Newtown Square, Pennsylvania, working with Psp Research LLC. Santhosh has previously held positions at Cowen And Company, LLC, Pfizer, New Enterprise Associates, Pfm Health Sciences, and Psp Research LLC. Santhosh has passed the Series 63 regulatory exam and is registered to provide services in Pennsylvania. Currently, Santhosh is part of Psp Research LLC, which is located in Newtown Square, Pennsylvania. The firm has 1 employee and manages assets totaling $110.0 million. The services offered by the firm include portfolio management for institutional clients. The fee structure at Psp Research LLC includes asset-based and performance-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Services Offered

Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

Newtown Square, PA

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Psp Research LLC Brokerage Details

Total Assets Under Management

$110,000,000

Total Number of Employees

1

Total Number of Accounts

1

Average Account Size

$110,000,000

Investment Advisory Services

  • Portfolio management for businesses or institutional clients

Santhosh Palani Work History

2024 - Present (1 year)

Psp Research LLC

2020 - 2024 (4 years)

Pfm Health Sciences

2018 - 2020 (2 years)

New Enterprise Associates

2016 - 2018 (2 years)

Cowen And Company, LLC

2013 - 2016 (3 years)

Pfizer

Disclosures

Please visit the SEC profile of Santhosh Palani to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Psp Research LLC

Santhosh Palani
Newtown Square, PA

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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